Ming Hu, financial advisor Charlotte NC
93 score

Ming Hu

CRD Number: 3150576
Current Firm: H.d. Vest Advisory Services, Inc.

Ming Hu (CRD# 3150576) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Investment Services Charlotte, NC Jan 2018 - Current < 1
Hd Vest Advisory Services Charlotte, NC Jan 2018 - Current < 1
Hd Vest Insurance Agency, LLC Irving, TX Jan 2018 - Current < 1
Medico Corp. Life Insurance Des Moines, IA Jun 2017 - Current < 1
United Healthcare Minneapolis, MN Oct 2010 - Current 7
Humana Lexington, KY Mar 2010 - Current 8
Lasalle St Securities LLC Elmhurst, IL Jun 2017 - Jan 2018 < 1
Lasalle St Investment Advisors LLC Elmhurst, IL Jun 2017 - Jan 2018 < 1
Wilbanks Securities Advisory Oklahoma City, OK Jan 2010 - Jun 2017 7
Wilbanks Securities, Inc. Oklahoma City, OK Jan 2010 - Jun 2017 7
Edward Jones St Louis, MO Mar 2009 - Jan 2010 < 1
Unemployed Charlotte, NC May 2008 - Mar 2009 < 1
Harbour Investments, Inc. Madison, WI Nov 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Ming Hu
Phone Number: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    12,278
    MILLIONS
  • 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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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