Barbara VincentCRD Number: 3070240
Current Firm: H.d. Vest Advisory Services, Inc.
Barbara Vincent (CRD# 3070240) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Ramon, CA and has over 18 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|H.d. Vest Advisory Services||San Ramon, CA||Jul 2011 - Current||5|
|Hd Vest Financial Services||San Ramon, CA||Dec 2010 - Current||5|
|Hd Vest Insurance Services||San Ramon, CA||Dec 2010 - Current||5|
|Wymac Capital, Inc.||Pleasant Hill, CA||May 2003 - Current||13|
|Vincent Tax & Business Services||San Ramon, CA||Oct 1994 - Current||22|
|Ameritas Investment Corp.||Lincoln, NE||Jun 2006 - Dec 2010||4|
|Ameritas Life Insurance Corp.||Lincoln, NE||Jun 2006 - Dec 2010||4|
|Acacia Life Insurance||Bethesda, MD||Jun 2006 - Dec 2010||4|
|Union Central Life Insurance||Cincinnati, OH||Dec 2003 - Dec 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
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
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