John Schafer, financial advisor Sugar Land TX
93 score

John Schafer

CRD Number: 4581052
Current Firm: H.d. Vest Advisory Services, Inc.

John Schafer (CRD# 4581052) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sugar Land, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Sunbelt Machine Works Stafford, TX Apr 2012 - Current 4
H.d. Vest Advisory Services Sugar Land, TX Jul 2011 - Current 5
Hd Vest Investment Services Sugarland, TX Mar 2010 - Current 6
Hd Vest Investment Securities Kenner, LA May 2002 - Feb 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for John F. Schafer
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
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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