Tony RomoCRD Number: 6190594
Current Firm: H.d. Vest Advisory Services, Inc.
Tony Romo (CRD# 6190594) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Encino, CA and has over 3 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Hd Vest Advisory Services||Encino, CA||Oct 2014 - Current||3|
|H.d. Vest Investment Services||Encino, CA||Jun 2014 - Current||3|
|Prospect Mortgage||Sherman Oaks, CA||Nov 2013 - Sep 2014||< 1|
|Unemployed||Encino, CA||Apr 2013 - Nov 2013||< 1|
|Canon Recruiting||Santa Clarita, CA||Jul 2012 - Apr 2013||< 1|
|Unemployed||Encino, CA||Mar 2012 - Jul 2012||< 1|
|The J Paul Getty Trust||Los Angeles, CA||May 2000 - Mar 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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