Gene Wing, financial advisor Stanley ND
93 score

Gene Wing

CRD Number: 1817112
Current Firm: H.d. Vest Advisory Services, Inc.

Gene Wing (CRD# 1817112) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Stanley, ND and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mountrail County Govt Stanley, ND Jan 2010 - Current 6
H.d. Vest Investment Services Stanley, ND Apr 2002 - Current 14
The Prairie Trader Stanley, ND Nov 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Gene H. Wing
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • ND
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
93
Clean Record
This advisor has a clean track record with regulators.

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