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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hd Vest Insurance Agency 3 years, 9 months Mar 2016 - Present
Ca Lending Inc 3 years, 4 months Jan 2014 - May 2017
Hd Vest Insurance Agency, LLC 10 years, 4 months Aug 2009 - Present
H.D. Vest Advisory Services 11 years, 5 months Jul 2008 - Present
Carey & Hanna CPA 12 years Dec 2007 - Present
H.D. Vest Investment Services 12 years, 4 months Aug 2007 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Davin Carey

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Answers

Ask a financial questionAsk a question
Can I have an IRA, 401k and SEP IRA all together?
Hi Arunkumar,Two separate questions here so I will answer separately.Contribution - generally contributions can only be made against earned income. If the 1099 is earned income and you have no other expenses to offset that, then you could contribute $5,000. A SEP IRA uses a calculation based on ...  (more)
Answered Feb 2016
I've Employer Defined Benefit Plan & eligble for retirement at age 55. Lump sum distr. is option but how w/o tax impact?
Hi Kathy,While Chris is correct that you could roll over your DB plan into an IRA or other type of qualified plan and NORMALLY be subject to penalties for distributions pre 59 1/2, there are also some rarely used tricks in the IRS code that I think may be of help to you.I'd be eager to look more d...  (more)
Answered Dec 2015
Should I withdraw money from my brokerage account to invest in a Roth IRA and pay off a loan?
Davin,Looks like you've received copious help from the other advisors here but just wanted to say Hi and good luck from a fellow namesake!Davin...  (more)
Answered Dec 2015
I am retiring in 2016 with a generous pension, also a deferred retirement option plan, in addition social security.
Hi Jesse,While I imagine you do have a pretty good handle on what your expenses and costs will be during retirement, it seems a second set of eyes is probably your best bet. We don't charge to dig into people's financial lives under the guise that if we can offer advise or change you like, you give...  (more)
Answered Jan 2016
Withdrawing from 401k to pay off a mortage.
Edwin,I saw this comment regarding your 401k and also another post about an annuity. It seems like you need an advisor to help sort this all out for you and I'm not sure a message board will provide the best resolution.Would you be able to email me so I can perhaps help more deeply? Davin.Carey@Ta...  (more)
Answered May 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 15, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 15, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Sept. 16, 2019
      • $0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    H.D. Vest Advisory Services, Inc

    Last updated on June 7, 2019
      • $12.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 61K
        Accounts
      • $204.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees
    • Commissions