Financial Specialist

The Partners Program is an excellent client referral business growth opportunity for financial specialists. By affiliating with H.D. Vest, you put yourself in a position to form a mutually beneficial referral relationship with a securities-licensed tax professional. Some of the key benefits of the Partners Program include:

• A productive partnership that could help you increase your client base and in turn, revenue,
• Partnership production is credited to your individual Advisor number to help you reach and maintain a higher payout,
• H.D. Vest will handle all tracking, compensation, and reporting for partnership accounts, and
• H.D. Vest will help you form a partnership through our proactive marketing efforts.

To qualify as a financial specialist in the Partners Program you must:

• Maintain $100,000 12-month rolling gross
• Carry all licenses: mutual funds, securities, advisory and insurance
• Be in good standing with Compliance and Sales Supervision
• Maintain Errors and Omissions coverage
• Maintain consistent communication with the H.D. Vest home office