Janet NeffCRD Number: 1429766
Current Firm: H.d. Vest Advisory Services, Inc.
Janet Neff (CRD# 1429766) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Royersford, PA and has over 31 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|H.d. Vest Advisory Services||Royersford, PA||Jun 2009 - Current||8|
|H.d. Vest Investment Services||Royersford, PA||Jan 2006 - Current||11|
|Janet Huber Neff,cpa||Havertown, PA||Jan 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
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