Anthony VecchiarelliCRD Number: 1950695
Current Firm: H.d. Vest Advisory Services, Inc.
Anthony Vecchiarelli (CRD# 1950695) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Quarryville, PA and has over 28 years of experience in the finance industry. Anthony Vecchiarelli 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.
Thrivent Investment Management Inc.
Woodbury Financial Services, Inc.
Ameriprise Financial Services, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Jan 2016 - Current||1|
|H.d. Vest Advisory Services||Quarryville, PA||Aug 1996 - Current||21|
|H.d. Vest Investment Services||Kirkwood, PA||Jan 1996 - Current||21|
|Black Rock Fin Ser Inc.||Quarryville, PA||Jun 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
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