Thomas Revelle, financial advisor Pukalani HI
93 score

Thomas Revelle

CRD Number: 2973505
Current Firm: H.d. Vest Advisory Services, Inc.

Thomas Revelle (CRD# 2973505) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pukalani, HI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Makawao, HI Nov 1997 - Current 19
First Assembly Of God Kahului, HI Nov 1989 - Current 27
Thomas W. Revelle, Cpa Kahului, HI Jan 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Thomas W. Revelle
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • HI
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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