Kevin O'reilly, financial advisor Silver Spring MD
78 score

Kevin O'reilly

CRD Number: 5913274
Current Firm: H.d. Vest Advisory Services, Inc.

Kevin O'reilly (CRD# 5913274) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Silver Spring, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Silver Spring, MD May 2012 - Current 4
H.d. Vest Investment Services Cincinnati, OH Jun 2011 - Current 5
Emerald Tax Services Cincinnati, OH Nov 2007 - Current 9
Unemployed Cincinnati, OH Oct 2007 - Oct 2007 < 1
O'reilly Properties LLC Cincinnati, OH Jun 1996 - Sep 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin O'reilly
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MD
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
78

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