Nancy NoonanCRD Number: 1253097
Current Firm: H.d. Vest Advisory Services, Inc.
Nancy Noonan (CRD# 1253097) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Richmond, VA and has over 33 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|H.d. Vest Advisory Services||Irving, TX||Jan 1995 - Current||23|
|H.d. Vest Advisory Services||Irving, TX||Jul 1992 - Current||25|
|H.d. Vest Investment Services||Irving, TX||Jul 1992 - Current||25|
|Self||Richmond & Roanoke, VA||Jun 1987 - Current||30|
|Self||Richmond, VA||Aug 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, WY