Peter Soh, financial advisor Northridge CA
93 score

Peter Soh

CRD Number: 4555562
Current Firm: H.d. Vest Advisory Services, Inc.

Peter Soh (CRD# 4555562) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Northridge, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Los Angeles, CA Apr 2006 - Current 10
H.d. Vest Investment Services Los Angeles, CA Aug 2005 - Current 11
Personal Financial Services Las Alamitos, CA Oct 2002 - Current 14
United Financial Services Of America Scottsdale, AZ Jun 2002 - Current 14
Advise Inc. Northridge, CA Feb 1997 - Jan 2012 14
Arise Media Inc. North Hollywood, CA Jan 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Peter C. Soh
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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