Patricia Painter, financial advisor Surprise AZ
90 score

Patricia Painter

CRD Number: 5924045
Current Firm: H.d. Vest Advisory Services, Inc.

Patricia Painter (CRD# 5924045) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Surprise, AZ 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 Surprise, AZ Jun 2012 - Current 4
H.d. Vest Insurance Agency, Inc. Surprise, AZ May 2011 - Current 5
H.d. Vest Investment Services Surprise, AZ May 2011 - Current 5
Patricia A Painter P.c. Certified Public Accountant Surprise, AZ Oct 2001 - Dec 2014 13
Painter & Painter LLC Surprise, AZ Jan 2007 - Dec 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Patricia Painter
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AZ
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
90
Clean Record
This advisor has a clean track record with regulators.

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