Kevin Boland, financial advisor Pittsburgh PA
93 score

Kevin Boland

CRD Number: 5580885
Current Firm: H.d. Vest Advisory Services, Inc.

Kevin Boland (CRD# 5580885) 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.

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Company Name Location Dates Years
Hd Vest Insurance Agency Irving, TX Jun 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 Service Pittsburgh, PA Nov 2004 - Current 12
Clermont Property Pittsburgh, PA Nov 2004 - Current 12
Gateway Rehabilitation Pittsburgh, PA Nov 2000 - Current 16
Human Services Admin Pittsburgh, PA Jul 1999 - Current 17
Donnelly-boland And Assoc Pittsburg, PA Jun 1999 - Current 17
Alliance For Infant & Toddlers Pittsburg, PA Jun 1999 - Current 17
Seton-lasalle Catholic High School Mt. Lebanon, PA Mar 2006 - Jun 2013 7
University Of Pittsburgh Pittsburgh, PA Jun 2005 - Aug 2008 3
Robert Morris University Moon Township, PA Jan 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Kevin P. Boland
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
93
Clean Record
This advisor has a clean track record with regulators.

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