David CharnotCRD 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.
Capstone Financial Advisors Inc.
Bentley Financial Group
|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|
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