David BaroneCRD Number: 1310821
Current Firm: H.d. Vest Advisory Services, Inc.
David Barone (CRD# 1310821) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|H.d Vest Advisory Services||Irving, TX||Sep 1993 - Current||24|
|H.d. Vest Investment Services||Irving, TX||Jul 1992 - Current||25|
|Barone's Bookkeeping & Tax Service||San Jose, CA||Jun 1983 - Current||34|
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