Ed Gines, financial advisor Danville CA
93 score

Ed Gines

CRD Number: 5546168
Current Firm: H.d. Vest Advisory Services, Inc.

Ed Gines (CRD# 5546168) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Danville, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Danville, CA Jul 2011 - Current 5
Strategic Funding Group, Inc. Danville, CA Mar 2004 - Current 12
Mml Investors Services, Inc. Walnut Creek, CA Jul 2008 - Jul 2011 3
Mass Mutual Walnut Creek, CA Jun 2008 - Jul 2011 3
Hilliard Management Group Oakland, CA May 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Ed Gines
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
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)
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

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

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