Myron
Pasichny

H.D. Vest Advisory Services, Inc

CRD#1291688
Investment Advisor
in Portland, OR
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About this Advisor

Myron Pasichny is a certified financial planner who is based in Portland, Oregon. Currently an investment advisor with H.D. Vest Advisory Services, Inc, they have gathered 11 years of practice as an investment advisor. Pasichny maintains a Series 63 license, designating the advisor as a securities representative. Pasichny can serve investors based out of Oregon. The advisor has gained experience at Hd Vest Advisory Services, H&R Block and Hd Vest Investment Services. H.D. Vest Advisory Services, Inc is headquartered in Portland, Oregon, and has 1,850 locations throughout the nation. Overall, H.D. Vest Advisory Services, Inc oversees $13 billion in assets throughout 56,776 client accounts and retains more than 7,786 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 26,647 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. H.D. Vest Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

4768 Nw Bethany Blvd Suite C-7
Portland, OR 97229

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H.D. Vest Advisory Services, Inc Brokerage Details

Total Assets Under Management

$12,540,488,335

OR Average: $3,042,739,679
Total Number of Employees

1,982

OR Average: 49
Total Number of Accounts

61,344

OR Average: 2,315
Average Account Size

$204,429

OR Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Myron Pasichny Work History

Myron has 11 years of experience.

2017 - Present (2 years)

Hd Vest Investment Services

2016 - Present (3 years)

Hd Vest Advisory Services

2016 - Present (3 years)

H&R Block

2016 - 2016 (< 1 year)

H&R Block

2007 - 2016 (9 years)

H&R Block

Disclosures

Myron Pasichny has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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