Keith BlandCRD Number: 3057307
Current Firm: H.d. Vest Advisory Services, Inc.
Keith Bland (CRD# 3057307) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sulphur Springs, TX and has over 19 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Aug 2015 - Current||2|
|Keith Bland Cpa||Sulphur Springs, TX||Sep 1998 - Current||19|
|H.d. Vest Investment Services||Sulphur Springs, TX||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
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