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 $9,186,763,027 in 50,531 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,187
    MILLION
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
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)
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

Financial Advisors at H.d. Vest Advisory Services, Inc.
Showing 1 - 10 of 1,938 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
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.

3
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 10 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.

4
Antoinette D. Ambrose
CRD#: 2254779
1 Courtshire Drive, Brick, NJ 08723
96
Wealthminder
score

Antoinette Ambrose (CRD# 2254779) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Brick, NJ and has over 23 years of experience in the finance industry. Antoinette Ambrose 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.

5
Thomas G. Anderson
CRD#: 4764223
Glencoe, MN
96
Wealthminder
score

Thomas Anderson (CRD# 4764223) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Glencoe, MN and has over 12 years of experience in the finance industry. Thomas Anderson 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.

6
Keith W. Andre
CRD#: 2181366
4695 W. University Dr, Ste 100, McKinney, TX 75071
96
Wealthminder
score

Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in McKinney, TX and has over 25 years of experience in the finance industry. Keith Andre 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.

7
Shahina Baig
CRD#: 5643065
Katy, TX
96
Wealthminder
score

Shahina Baig (CRD# 5643065) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Katy, TX and has over 7 years of experience in the finance industry. Shahina Baig 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
Marilyn A. Banyai
CRD#: 1603466
975 School St., Collegeville, PA 19426
96
Wealthminder
score

Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Collegeville, PA and has over 29 years of experience in the finance industry. Marilyn Banyai 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.

9
Oscar L. Barr
CRD#: 2000331
720 W Harwood Rd, Ste 500, Hurst, TX 76054
96
Wealthminder
score

Oscar Barr (CRD# 2000331) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hurst, TX and has over 27 years of experience in the finance industry. Oscar Barr 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
Martin D. Beard
CRD#: 2228801
Tucson, AZ
96
Wealthminder
score

Martin Beard (CRD# 2228801) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tucson, AZ and has over 17 years of experience in the finance industry. Martin Beard 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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