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Business Development Consultants are available to answer any questions you may have about adding financial services alongside your tax practice or transitioning your existing business to HD Vest Financial Services.

(800) 742-7950


Growing Your Tax Business

Let’s suppose you’ve passed your securities licensing exam, celebrated with family and friends and are heading into your office for your first day as an official HD Vest Advisor. What comes next? That’s when the real work begins. But don’t worry: we’ll be here to support you every step of the way.

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Financial Advisors

As an Independent Advisor, you have an opportunity to build your own independent business and retain full ownership of your practice. We believe how an advisor chooses to manage their practice and their growth should be up to them. Best of all, you’re far from alone.

Why HD Vest for Advisors?

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Taxes & Investments Series

HD Vest In The News

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HD Vest In The News

  • Our Top 5 of the Month Series features HD Vest Investment Strategist James Hickey discussing major events and the potential impact they have on portfolios. 2018 has been an active year, join us for our February 2018 edition.

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  • As you have likely seen in the news, over the last two market days the Dow Jones Industrial Average (DJIA) declined 7% over the last two market days. However, it is important to remember that even after the last two days, the DJIA is up 20% over the last year; a great year by historical standards.

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  • Five little lines that will help you save big on taxes. If you want to save money, dust off your 2016 tax return.

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  • HD Vest Enhances Executive Team with Appointment of James T. Hickey as Chief Investment Strategist.  Mr. Hickey brings more than 23 years of financial services and insurance industry experience to the firm.

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  • Six HD Vest Advisors make Accounting Today’s 2017 Top 150 Firms by AUM List. This annual report ranks the top CPA financial planners by assets under management, and shares their concerns, major issues and success strategies.

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