HD VEST FINANCIAL SERVICES

hd-vest-financial-services-logo

HD Vest Financial Services provides financial solutions to individuals, families, and small businesses. It offers a wide array of services including securities, insurance, money management services, and banking solutions. The company 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. HD Vest Financial Services was founded in 1983 and is headquartered in Irving, Texas.

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HD VEST FINANCIAL SERVICES

Social Links:

Industry:
Finance Financial Services FinTech Insurance

Founded:
1983-01-01

Address:
Irving, Texas, United States

Country:
United States

Website Url:
http://www.hdvest.com

Total Employee:
251+

Status:
Active

Contact:
972-870-6000

Total Funding:
0

Technology used in webpage:
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Current Advisors List

brian-golson_image

Brian Golson Board of Directors @ HD Vest Financial Services
Board_member

Current Employees Featured

not_available_image

Jh Fwfnoiw
Jh Fwfnoiw CEO @ HD Vest Financial Services
CEO

Investors List

lovell-minnick-partners_image

Lovell Minnick Partners

Lovell Minnick Partners investment in Private Equity Round - HD Vest Financial Services

Official Site Inspections

http://www.hdvest.com

  • Host name: ab1b37810eac360e8.awsglobalaccelerator.com
  • IP address: 75.2.41.121
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

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More informations about "HD Vest Financial Services"

HD Vest, 1st Global Brands to Die as Blucora Combines the B/Ds

Sep 9, 2019 โ€œThe HD Vest organization has historically focused on smaller, sole practitioners, while the 1 st Global organization has focused on working with larger CPA practices. โ€œThis โ€ฆSee details»

HD Vest Financial Services Company Overview, Contact Details ...

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Sep 9, 2019 ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need โ€ฆSee details»

Blucora to Combine HD Vest, 1st Global Brands - Wealth โ€ฆ

Sep 9, 2019 Blucora, the parent company of tax-focused independent broker/dealers HD Vest Financial Services and 1st Global, announced plans Monday to combine the two b/ds into a โ€ฆSee details»

HD Vest Financial Services® to Rebrand to Avantax Wealth โ€ฆ

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Blucora unites HD Vest with 1st Global, calling them Avantax Wealth ...

Sep 9, 2019 Back in March, Blucora announced the acquisition of 1st Global for $180 million in stock (see HD Vest parent Blucora to acquire 1st Global for $180M).Both HD Vest Financial Services and 1st Global partner with accountants and tax professionals to help them offer financial planning and wealth management services to their clients.See details»

How Bob Oros is dramatically changing HD Vest

Sep 13, 2018 HD Vest plans to complete its migration to Fidelity from Wells Fargoโ€™s First Clearing in late September. Oros sees it as a catalyst for a barrage of enhancements driving โ€ฆSee details»

HD Vest Financial Services - Datanyze

HD Vest Financial Services Profile and History. Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who โ€ฆSee details»

HD Vest Parent to Acquire 1st Global - ThinkAdvisor

Mar 19, 2019 ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they โ€ฆSee details»

HD Vestโ€™s Parent to Buy 1st Global for $180 Million - Wealth โ€ฆ

Mar 19, 2019 Blucora, the parent company of HD Vest Financial Services, announced plans to acquire 1st Global, a tax-focused independent broker/dealer in Dallas, bringing the companyโ€™s total advisor head ...See details»

With Acquisition, CEO Describes HD Vest's Pivot: Data, Digital and ...

Oct 15, 2015 HD Vest will marry its data mining capabilities and lineup of advisors to Blucora's free online tax preparation platform, but CEO Roger Ochs won t call it a robo.See details»

H.D. Vest, Inc. - Encyclopedia.com

Eventually the Board also dropped its investigation into Vest. Several other states soon followed Texas in changing their laws; then in 1987 the FTC issued a letter of complaint against the โ€ฆSee details»

HD Vest Q4 revenue up amid Fidelity, Envestnet conversions

Feb 14, 2019 Blucoraโ€™s wealth management arm boosted its annual revenue by 7% in 2018 to $373.2 million. The bump occurred despite the fact HD Vest โ€œactively pruned the advisor base โ€ฆSee details»

H.D. Vest Advisory Services Inc in Dallas, TX - U.S. News

What should I know about this firm? H.D. Vest Advisory Services Inc is a national financial advisory firm headquartered in Dallas, TX. The firm has $41.7 billion under management and employs 2,290 ...See details»

Who is HDVest? - TaxAct

HD Vest Advisory Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions including securities, โ€ฆSee details»

HDVest Careers and Employment | Indeed.com

May 20, 2015 Find out what works well at HDVest from the people who know best. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Compare pay for popular โ€ฆSee details»

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