Roy VanceCRD Number: 3080276
Current Firm: H.d. Vest Advisory Services, Inc.
Roy Vance (CRD# 3080276) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H.d. Vest Advisory Services||Tampa, FL||Sep 2009 - Current||7|
|H.d. Vest Investment Services||Tampa, FL||Jul 2009 - Current||7|
|H.d. Vest Insurance Services||Tampa, FL||Jul 2009 - Current||7|
|Qsr Tax & Accounting Solutions||Tampa, FL||Apr 2007 - Dec 2010||3|
|Axa Advisors, LLC||New York, NY||Aug 2008 - Jul 2009||< 1|
|Mall Enterprises, Inc.||Tampa, FL||Jun 1987 - Mar 2007||19|
|Hd Vest Investment Securities||Tampa, FL||Jun 2002 - Nov 2006||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
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