Hb Smart Ii, financial advisor McKinney TX
81 score

Hb Smart Ii

CRD Number: 5615001
Current Firm: H.d. Vest Advisory Services, Inc.

Hb Smart Ii (CRD# 5615001) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in McKinney, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Mckinney, TX Jul 2015 - Current 2
Hd Vest Insurance Agency Irving, TX Jul 2015 - Current 2
Hd Vest Investment Services Mckinney, TX Jul 2015 - Current 2
Unemployed Mckinney, TX Mar 2015 - Jul 2015 < 1
Grand Financial, Inc. Addison, TX Feb 2015 - Mar 2015 < 1
Cetera Advisors LLC El Segundo, CA Feb 2013 - Feb 2015 2
At&t Operations Inc. Englewood, CO Mar 2001 - May 2014 13
Edward Jones St Louis, MO Nov 2008 - Jan 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Hb Smart Ii
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • 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

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

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BADGES
81

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