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HD Vest |
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H.D. Vest Financial Services was founded in 1983 by Herb D. Vest. He is recognized as a tax professionals, already familiar with their client's financial situations. He uniquely provides financial solutions to clients. Being a CPA himself, the objective of H.D. Vest is 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.
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Today, H.D. Vest remains the nation's leader in the growing market for investment and financial planning services. There are over 5,500 independent H.D. Vest Advisors that collectively manage over $18 billion in assets and provide investment and tax advice to over 3 million individuals and small businesses in about 50 states.
H.D. Vest has its headquartered in Irving, Texas and has over 300 home office employees dedicated to providing H.D. Vest Advisors with some of the industry's best technology, investment tools training, and financial planning know-how and brokerage 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 their assets, prepare to send their children to college, plan for their retirement and also manage financial risks.
Wells Fargo is a diversified financial services company that provides wealth management, estate planning, insurance, investments, banking, mortgage and consumer finance- for more than 23 million customers through 6,200 stores. H.D. Vest is a wholly owned, non-bank subsidiary of Wells Fargo & Company. Since 1852 Wells Fargo has been helping its customers succeed financially. HD Vest later collaborate with Wells Fargo and worked jointly.
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