David Charnot, financial advisor Frankfort IL
93 score

David Charnot

CRD Number: 4475756
Current Firm: H.d. Vest Advisory Services, Inc.

David Charnot (CRD# 4475756) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Frankfort, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Investment Services Orland Park, IL Aug 2015 - Current 1
Hd Vest Insurance Agency, Inc. Irving, TX Aug 2015 - Current 1
Hd Vest Advisory Services Orland Park, IL Aug 2015 - Current 1
Pfs Investments Inc. Crestwood, IL Nov 2001 - Aug 2015 13
Primerica Financial Services Crestwood, IL Sep 2001 - Aug 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for David M. Charnot
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IL
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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