Michael KampermanCRD Number: 2002603
Current Firm: H.d. Vest Advisory Services, Inc.
Michael Kamperman (CRD# 2002603) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Waco, TX and has over 28 years of experience in the finance industry.
Academy Capital Management
Royal Alliance Associates, Inc.
The Aspen Equity Group
|Hd Vest Investment Services||Waco, TX||Nov 2014 - Current||3|
|Prospera Financial Services||Dallas, TX||Jan 2005 - Nov 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Judgments / Liens
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