David SmithCRD Number: 2001529
Current Firm: H.d. Vest Advisory Services, Inc.
David Smith (CRD# 2001529) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Clearwater, FL and has over 28 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H.d. Vest Investment Services||Oldsmar, FL||Oct 1989 - Current||28|
|David R. Smith,cpa||Houston, TX||Mar 1980 - Current||38|
|Johnson Supply & Equipment Corp.||Houston, TX||Mar 1980 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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