Ramon HaileCRD Number: 2010552
Current Firm: H.d. Vest Advisory Services, Inc.
Ramon Haile (CRD# 2010552) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hamilton, TX and has over 27 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
|Ramon L. Haile||Hamilton, TX||May 2012 - Current||5|
|Ramon L. Haile||Hamilton, TX||Jul 1992 - Current||24|
|H.d. Vest Advisory Services||Hamilton, TX||Nov 1990 - Current||26|
|H.d. Vest Investment Services||Hamilton, TX||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
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