Douglas DarlingCRD Number: 3176396
Current Firm: H.d. Vest Advisory Services, Inc.
Douglas Darling (CRD# 3176396) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Ephrata, PA and has over 18 years of experience in the finance industry.
Thrivent Investment Management Inc.
Kaufman Advisory Services, Inc.
Ic Advisory Services, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Mar 2016 - Current||1|
|Aevidum Financial Services||Ephrata, PA||May 2010 - Current||7|
|H.d. Vest Advisory Services||Ephrata, PA||Feb 2005 - Current||12|
|H.d. Vest Investment Services||Ephrata, PA||Aug 2003 - Current||14|
|Underwriting Specialists, Inc.||Ephrata, PA||Jan 2005 - Dec 2011||6|
|Envision Financial Svc||Ephata, PA||Jul 2003 - Jun 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
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