Franco FiniCRD Number: 4479430
Current Firm: H.d. Vest Advisory Services, Inc.
Franco Fini (CRD# 4479430) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Valley View, OH and has over 12 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Franco C. Fini||Mayfield, OH||Jun 2005 - Current||12|
|Santagata Fini, LLC||Mayfield Village, OH||Nov 2004 - Current||13|
|H.d. Vest Advisory Services||Valley View, OH||Mar 2004 - Current||14|
|H.d. Vest Investment Services||Cleveland, OH||Jan 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, WY