Nancy Luby, financial advisor Peterborough NH
93 score

Nancy Luby

CRD Number: 4609316
Current Firm: H.d. Vest Advisory Services, Inc.

Nancy Luby (CRD# 4609316) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Peterborough, NH and has over 13 years of experience in the finance industry.

Similar Advisors
Christopher June, financial advisor Peterborough NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Glenn Sweeney, financial advisor Peterborough NH
Glenn P. Sweeney
CRD# 3073912
Sfm, LLC
Score
103
Similar Advisors
Jeffery Boutin, financial advisor Peterborough NH
Jeffery P. Boutin
CRD# 4013015
On Investment Management Co
Score
100
Company Name Location Dates Years
Treasuer, Town Of Hancock Hancock, NH Mar 2016 - Current < 1
H.d. Vest Advisory Services Peterborough, NH Sep 2008 - Current 8
H.d. Vest Investment Services Peterborough, NH Sep 2002 - Current 14
Nancy Luby Hancock, NH Sep 1990 - Current 26
Goodeve & Company ,llc Peterborough, NH Mar 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Nancy J. Luby
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NH
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.