Anthony Vecchiarelli, financial advisor Quarryville PA
96 score

Anthony Vecchiarelli

CRD 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 27 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.

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Professional Designations
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Jan 2016 - Current < 1
H.d. Vest Advisory Services Quarryville, PA Aug 1996 - Current 20
H.d. Vest Investment Services Kirkwood, PA Jan 1996 - Current 20
Black Rock Fin Ser Inc. Quarryville, PA Jun 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Contact Info for Anthony L. Vecchiarelli
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
96
Clean Record
This advisor has a clean track record with regulators.

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