Patricia PainterCRD 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.
Barnes Investment Advisory Inc.
Claremont Capital Management, LLC
Murphy Capital Advisors, LLC
|H.d. Vest Advisory Services||Surprise, AZ||Jun 2012 - Current||5|
|H.d. Vest Insurance Agency, Inc.||Surprise, AZ||May 2011 - Current||6|
|H.d. Vest Investment Services||Surprise, AZ||May 2011 - Current||6|
|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|
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