Robert CareyCRD Number: 3085944
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Carey (CRD# 3085944) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Oxnard, CA and has over 13 years of experience in the finance industry.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|H.d. Vest Advisory Services||Ventura, CA||Aug 2006 - Current||10|
|H.d. Vest Investment Services||Ventura, CA||Dec 2003 - Current||13|
|Carey & Hanna Cpa's||Oxnard, CA||May 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
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