Lawrence
Bedard

D.H. Hill Advisors, Inc

CRD#2300509
Investment Advisor
in Kingwood, TX

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About this Advisor

Lawrence Bedard is a financial advisor based in Kingwood, Texas, working with D.H. Hill Advisors, Inc. Lawrence has previously held positions at Horter Investment Management, LLC, Capital Growth Corp, D.H. Hill Securities, Lllp, and D.H. Hill Advisors, Inc. Lawrence has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Louisiana. Currently, Lawrence is part of D.H. Hill Advisors, Inc, which operates out of Kingwood, Texas. The firm has 16 offices and 21 employees. The firm manages assets totaling $173.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at D.H. Hill Advisors, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1543 Green Oak Place Suite 100
Kingwood, TX 77339

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D.H. Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$173,468,102

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

21

TX Average: 49
Total Number of Accounts

837

TX Average: 2,315
Average Account Size

$207,250

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Lawrence Bedard Work History

2015 - Present (9 years)

D.H. Hill Securities, Lllp

2015 - Present (9 years)

D.H. Hill Advisors, Inc

2013 - Present (11 years)

Horter Investment Management, LLC

1989 - Present (35 years)

Capital Growth Corp

Disclosures

Please visit the SEC profile of Lawrence Bedard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at D.H. Hill Advisors, Inc

Edward Larkin
Kingwood, TX
Kevin Lybrand
Tyler, TX
John Brickhouse
Richardson, TX
Taylor Hodges
Tyler, TX
Brian Hagen
Montgomery, TX
Michael Hernandez
Kingwood, TX
Philip Hamilton
Kingwood, TX
Noor Amirali
Kingwood, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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