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 11 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Franco C. Fini||Mayfield, OH||Jun 2005 - Current||12|
|H.d. Vest Advisory Services||Valley View, OH||Mar 2004 - Current||13|
|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 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