Douglas Darling, financial advisor Ephrata PA
93 score

Douglas Darling

CRD 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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Mar 2016 - Current < 1
Aevidum Financial Services Ephrata, PA May 2010 - Current 6
H.d. Vest Advisory Services Ephrata, PA Feb 2005 - Current 11
H.d. Vest Investment Services Ephrata, PA Aug 2003 - Current 13
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
Contact Info for Douglas A. Darling
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
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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