Securities offered through H.D. Vest Investment Services, Member SIPC
WHO WE ARE
Since its inception in 1983, H.D. Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. We have over 4,400 independent contractors, who manage over $39 billion in assets for individuals, families and small businesses in all 50 states.1 Ranked as one of the top 15 independent broker-dealer firms.2
WHAT WE DO
H.D. Vest creates opportunities for tax professionals and independent financial advisors to build and expand successful financial services practices that serve a growing need among investors seeking a holistic approach to wealth management. Our commitment is grounded on providing H.D. Vest Advisors with exemplary service, enabling them to provide more Americans than ever before with quality investment and financial planning solutions.*
HOW WE DO IT
H.D. Vest maintains an industry-leading broker/dealer and Registered Investment Adviser (RIA). H.D. Vest’s approximately 4,500 affiliates include independent CPAs, Enrolled Agents, tax practitioners and financial advisors who strive to be the ethical advisors their clients can count on for customized investment solutions. And since we’re only successful when our Advisors are, we focus on delivering the best support, training, technology, and solutions in the industry — all structured to meet the needs of our Advisors.
1 As of January 1, 2017
2 Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.