John CarusoCRD Number: 5940713
Current Firm: H.d. Vest Advisory Services, Inc.
John Caruso (CRD# 5940713) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Temecula, CA and has over 5 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Independent Financial Group, LLC
|Hd Vest Advisory Services||Temecula, CA||Nov 2012 - Current||4|
|H.d. Vest Financial Services||Temecula, CA||Jun 2011 - Current||5|
|John Caruso Cpa||Temecula, CA||Mar 2010 - Current||7|
|Intuit. Inc.||San Diego, CA||Dec 2012 - Apr 2014||1|
|Colonial Life||Colombia, SC||Jun 2013 - Feb 2014||< 1|
|Robert Half Intenaional Inc (accountemps)||Menlo Park, CA||Jun 2013 - Feb 2014||< 1|
|Unemployed||Temecula, CA||Jun 2009 - Feb 2010||< 1|
|Daniel Denne Cpa||Temecula, CA||Mar 2009 - May 2009||< 1|
|Ca Board Of Equalization||Riverside, CA||Nov 2006 - Mar 2009||2|
|Devry University||Online, CA||Aug 2001 - Oct 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
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
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