Joel EndorfCRD Number: 6228980
Current Firm: H.d. Vest Advisory Services, Inc.
Joel Endorf (CRD# 6228980) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Seward, NE and has over 4 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Pittenger & Anderson Inc.
Securities America Advisors, Inc.
|Hd Vest Financial Services||Seward, NE||Nov 2014 - Current||3|
|Hd Vest Advisory Services||Seward, NE||Nov 2014 - Current||3|
|Hd Vest Insurance Agency, Inc.||Irving, TX||Nov 2014 - Current||3|
|Concordia University||Seward, NE||Jan 2012 - Current||5|
|Principal Life Ins Co||Seward, NE||Jul 2013 - May 2014||< 1|
|Princor Financial Services Corp||Seward, NE||Jul 2013 - May 2014||< 1|
|Concordia Univ||Seward, NE||Jun 2008 - Jul 2013||5|
|Concordia Univ||Seward, NE||Jan 2006 - May 2008||2|
|Concordia Univ||Seward, NE||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
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