H.d. Vest Advisory Services, Inc.

H.d. Vest Advisory Services, Inc. (CRD# 104556) is a financial advisory firm headquartered in Irving, TX. They manage $12,277,809,415 in 56,222 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,278
    MILLION
  • Total Number of Accounts
    56,222
    ACCOUNTS
  • Average Account Value
    $218,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at H.d. Vest Advisory Services, Inc.
Showing 1 - 10 of 2,151 top financial advisors.
1
Joann L. Blake
CRD#: 1539534
6840 N. Haggerty Road, Canton, MI 48187
101
Wealthminder
score

Joann Blake (CRD# 1539534) is an Investment Advisor Representative working with Radabaugh Financial Services in Canton, Michigan and has over 29 years of experience in the finance industry. Joann Blake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Christine S. Brand
CRD#: 2645544
250 E Rincon Street Ste 107, Corona, CA 92879
100
Wealthminder
score

Christine Brand (CRD# 2645544) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Corona, CA and has over 19 years of experience in the finance industry.

3
James D. Hatcher
CRD#: 2763181
6333 North State Highway 161, 4th Floor, Irving, TX 75038
100
Wealthminder
score

James Hatcher (CRD# 2763181) is an Investment Advisor Representative working at H.D. Vest Advisory Services, Inc. in Irving, TX and has over 21 years of experience in the finance industry.

4
Matthew I. Botkin
CRD#: 6092923
Fort Lauderdale, FL
98
Wealthminder
score

Matthew Botkin (CRD# 6092923) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

5
Kathie A. Muhler
CRD#: 2621939
851 Burlway Road, Suite 600, Burlingame, CA 94010
98
Wealthminder
score

Kathie Muhler (CRD# 2621939) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Burlingame, CA and has over 22 years of experience in the finance industry.

6
Stancel L. Skelton
CRD#: 2566301
3550 Stevens Creek Blvd, Ste 330, San Jose, CA 95117
98
Wealthminder
score

Stancel Skelton (CRD# 2566301) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.

7
James S. Adducci
CRD#: 4984978
6333 North State Highway 161, 4th Floor, Irving, TX 75038
96
Wealthminder
score

James Adducci (CRD# 4984978) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Irving, TX and has over 12 years of experience in the finance industry. James Adducci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ronald C. Allison
CRD#: 1708686
930 Red Rose Ct., Ste 209, Lancaster, PA 17604
96
Wealthminder
score

Ronald Allison (CRD# 1708686) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lancaster, PA and has over 30 years of experience in the finance industry.

9
Michael J. Alvini
CRD#: 5096385
1400 Peoples Plaza, Suite 118, Newark, DE 19702
96
Wealthminder
score

Michael Alvini (CRD# 5096385) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Newark, DE and has over 12 years of experience in the finance industry. Michael Alvini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael J. Amato
CRD#: 2193113
130 Buck Road, Suite 101, Holland, PA 18966
96
Wealthminder
score

Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Holland, PA and has over 26 years of experience in the finance industry. Michael Amato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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