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Home > Financial Services > Stock Brokers > H.D. Vest Investment Services.
H.D. Vest Investment Services.
H.D. Vest Investment Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Headquartered in Irving, Texas, H.D. Vest has over 300 home office employees dedicated to providing H.D. Vest Advisors with some of the industry's best training, technology, investment tools, and financial planning support. H.D. Vest provides its Advisors with access to a full array of financial solutions, making it possible for them to objectively help clients invest, plan for their retirement, plan for their children's education and manage financial risks.
H.D. Vest Financial Services was founded in 1983. Herb D. Vest, founder, recognized that tax professionals already intimately familiar with their client's financial situations were uniquely positioned to provide financial solutions to clients. A CPA himself, Herb built H.D. Vest to help tax professionals obtain the training, support and knowledge to identify their clients' investment needs and provide solutions that best fit their overall financial goals. He revolutionized the financial services industry, paving the way for tax professionals nationwide to offer comprehensive tax and investment planning advice to their clients.
H.D. Vest makes it possible for its Advisors to offer individual securities traded on all major exchanges and over the counter. In addition, Advisors have access to a wide array of fixed income investments, unit investment trusts, foreign securities, ADRs, limited partnerships, options and more, via a full-service brokerage account.
Over 5,500 independent H.D. Vest Advisors collectively manage over $18 billion in assets and provide investment and tax advice to over 3 million individuals and small businesses in all 50 states. H.D. Vest remains the nation's leader in the growing market for investment and financial planning services. President Roger Ochs recognized as one of the Top 10 Names to know in financial planning by accounting today, continues to pursue Herb's vision of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients.
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