Kenneth Picerno, financial advisor Plano TX
71 score

Kenneth Picerno

CRD Number: 1286500
Current Firm: H.d. Vest Advisory Services, Inc.

Kenneth Picerno (CRD# 1286500) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Plano, TX and has over 15 years of experience in the finance industry. Kenneth Picerno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Investment Services Plano, TX Jul 2010 - Current 6
H.d.vest Insurance Agency Plano, TX Jul 2010 - Current 6
Kenneth R Picerno Cpa Plano, TX Feb 1997 - Current 19
University Of North Texas Denton, TX Aug 2006 - Aug 2014 8
Money Concepts Capital Corp Palm Beach Gardems, FL May 2002 - Jul 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kenneth R. Picerno
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
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
71

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