David CoonCRD Number: 3132921
Current Firm: H.d. Vest Advisory Services, Inc.
David Coon (CRD# 3132921) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Toledo, OH and has over 13 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Glass City Employment Services||Toledo, OH||Jan 2010 - Current||7|
|H.d. Vest Investment Services||Toledo, OH||Sep 1998 - Current||18|
|Broadway Tax Inc.||Toledo, OH||Dec 1978 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
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