Davin CareyCRD Number: 5413012
Current Firm: H.d. Vest Advisory Services, Inc.
Davin Carey (CRD# 5413012) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Oxnard, CA and has over 9 years of experience in the finance industry.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|Hd Vest Insurance Agency||Irving, TX||Mar 2016 - Current||1|
|Carey & Hanna Cpa||Ventura, CA||Jun 2014 - Current||3|
|Ca Lending Inc.||Westlake Village, CA||Jan 2014 - Current||3|
|H.d. Vest Advisory Services||Ventura, CA||Jul 2008 - Current||8|
|H.d. Vest Investment Services||Ventura, CA||Aug 2007 - Current||9|
|San Diego State University||San Diego, CA||Aug 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
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