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Faye L Hart

Ventura Wealth Management

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About Faye L Hart

Faye Hart is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial industry. She is a Principal at Ventura Wealth Management. Faye has a strong background in providing investment advice to individuals, families, and small businesses. Faye is also a licensed insurance agent. Faye's areas of expertise include investment management, retirement planning, and estate planning.

Firm Information

Faye Hart is currently registered with Ventura Wealth Management. Ventura Wealth Management is an investment advisor headquartered in Yardley, PA. The firm manages approximately $518,166,137 in assets for 1,423 clients. The firm primarily provides financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Ventura Wealth Management has 5 licensed agents, 8 investment adviser representatives, and 7 registered representatives.
Ventura Wealth Management

820 TOWNSHIP LINE ROAD

YARDLEY, PA 19067

$518.17M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Faye Hart’s Registration & Firm History

PA

01/03/2011 - Present

Ventura Wealth Management (YARDLEY PA)

AZ

09/11/1996 - 12/31/2001

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Faye L Hart.
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