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 10 years of experience in the finance industry.
Invictus Asset Management LLC
Lamia Financial Group, Inc.
Greyfox Investors LLC
|Hd Vest Insurance Agency||Irving, TX||Mar 2016 - Current||2|
|H.d. Vest Advisory Services||Ventura, CA||Jul 2008 - Current||9|
|Carey & Hanna Cpa||Ventura, CA||Dec 2007 - Current||10|
|H.d. Vest Investment Services||Ventura, CA||Aug 2007 - Current||10|
|Ca Lending Inc.||Westlake Village, CA||Jan 2014 - May 2017||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
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, WY