Fay BolandCRD Number: 5591745
Current Firm: H.d. Vest Advisory Services, Inc.
Fay Boland (CRD# 5591745) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pittsburgh, PA and has over 8 years of experience in the finance industry.
Wealthcare Capital Management LLC
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Hd Vest Insurance Agency||Irving, TX||Jul 2014 - Current||2|
|Hd Vest Advisory Services||Pittsburgh, PA||Oct 2013 - Current||3|
|H.d. Vest||Pittsburgh, PA||Aug 2008 - Current||8|
|Donnelly Boland Tax Services||Pittsburgh, PA||Nov 2004 - Current||12|
|Clermont Property Associates,llc||Pittsburgh, PA||Nov 2004 - Current||12|
|Fay Boland Tax Collections||Pittsburgh, PA||May 2002 - Current||15|
|Elected Tax Collectior||Brentwood, PA||May 2002 - Current||15|
|Human Services Admin. Org||Pittsburgh, PA||Jul 1999 - Current||17|
|The Alliance For Infants & Toddlers||Pittsburgh, PA||Jul 1996 - Current||20|
|Donnelly-boland And Associates||Pittsburgh, PA||Feb 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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