Patrick Denman, financial advisor Pen Argyl PA
90 score

Patrick Denman

CRD Number: 6068679
Current Firm: H.d. Vest Advisory Services, Inc.

Patrick Denman (CRD# 6068679) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pen Argyl, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Pen Argyl, PA Jan 2014 - Current 2
H.d. Vest Investment Services Pen Argyl, PA May 2012 - Current 4
Edward J Schellhammer, Ea Pen Argyl, PA Jan 2012 - Current 4
Green Pond Country Club Bethlehem, PA Aug 2008 - Current 8
Merchants Bank Of Bangor Easton, PA Nov 2009 - May 2012 2
Liberty Tax Service Easton, PA Jan 2009 - Apr 2010 1
Unemployed Nazareth, PA Apr 2008 - Aug 2008 < 1
B Macdonald & Son Wind Gap, PA Jul 2007 - Apr 2008 < 1
Unemployed Nazareth, PA May 2007 - Jul 2007 < 1
Yost Painting Company Morgantown, WV Jan 2007 - May 2007 < 1
West Virginia University Morgantown, WV Jan 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Patrick M. Denman
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
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
90
Clean Record
This advisor has a clean track record with regulators.

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