David Hone

CFA
Personal Finance, Retirement, Investing
88%
Helpful
2
Answers
4
Articles
2
Followers
“David Hone is the President and founder of LCV Advisors. David is a Chartered Financial Analyst and manages clients investment assets with an emphasis on achieving investment objectives for retirement readiness.”
Firm:

LCV Advisors LLC

Job Title:

President, Investment Advisor

Biography:

David Hone has worked in financial services his entire career including over 20 years experience managing investment portfolios for individuals and institutions. Upon graduating from Villanova University, he embarked on a two-decade career managing portfolios of over $1billion at firms including Bankers Trust, Deutsche Bank and William Blair while earning the Chartered Financial Analyst ® designation (CFA). This extensive first-hand investing experience and unique perspective into the financial system reinforced his belief in the importance of a sound financial plan that includes suitable, low-cost investing and taking the long-term view. 

In his spare time, David enjoys cooking, skiing and traveling with his wife, two sons and their two dogs. He's also enjoyed coaching youth lacrosse teams and teaching Boy Scouts the importance of proper personal financial management.

Education:

BA, Economics, Villanova University

Assets Under Management:

$10 million

CRD Number:

2785735

Disclaimer:

LCV Advisors LLC is a registered investment adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LCV Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LCV Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Videos
  • LCV Advisors LLC
All Articles
Sort By:
Most Helpful
2 weeks ago
    Personal Finance, Financial Planning
July 2018
    Investing, Financial Planning
February 2018
    Investing, Mutual Funds
March 2018
    Financial Planning, Investing

All Answers
Sort By:
Most Helpful
    Investing, Stocks, Starting Out
Do advisors buy stocks for their clients from the same brokerages as self-directed investors?
50% of people found this answer helpful

I buy and sell common stocks from the same brokerage for my clients as self-directed investors. In this case it is through Vanguard. 

Given my 30-years of experience working with Vanguard, it's low expenses, service and mutual ownership structure make it a very suitable brokerage offering

for me to conduct trades for clients as an independent RIA.  Many self-directed investors share the same belief as evidence by Vanguard's

consitent customer and AUM growth over the years. 

Hope that helps.

Regards,

David Hone, CFA

March 2018