Gene WingCRD Number: 1817112
Current Firm: H.d. Vest Advisory Services, Inc.
Gene Wing (CRD# 1817112) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Stanley, ND and has over 29 years of experience in the finance industry.
Investment Centers Of America, Inc.
Capital Financial Services, Inc.
|Mountrail County Govt||Stanley, ND||Jan 2010 - Current||7|
|H.d. Vest Investment Services||Stanley, ND||Apr 2002 - Current||15|
|The Prairie Trader||Stanley, ND||Nov 1987 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
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