HD Vest Financial Services:
A Leading Provider of Investment Services to CPAs & Enrolled Agents

Recently Released!!!
Date Published: November 20, 2014
Summary PPT Deck: 19 Slides

Reference PPT Deck: 284 Slides

HD Vest Financial Services was founded in 1983 and is based in Irving, TX. HD Vest Financial Services has 335 employees, 3,163 financial advisor offices, 4,500 financial advisors, 1.8 million clients, 1.5 million accounts, $35.0 billion assets under administration, $3.0 billion net flows, $224 million revenues, and is led by its CEO Roger Ochs. HD Vest Financial Services' web site can be found at www.hdvest.com.

HD Vest Financial Services' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Independent Phase
  • Wells Fargo Corporation Phase
  • Parthenon Capital Partners Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisor offices, financial advisors, clients, accounts, assets under administration, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Products & Services
  • Pricing
  • Technology
  • Operations Department
  • Training & Education
And its profile concludes with the highlights of its organizational structure & ownership.
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