H.D. Vest Advisors: Log into HDVLink®
H.D. Vest Clients: Log into H.D. Vest Access Online
The Partners Program is a mutually beneficial revenue-sharing relationship between a . H.D. Vest handles the tracking, compensation and reporting.
Becoming a Partners Program Referring Advisor could be the time-efficient business growth opportunity that helps you increase your revenue, while providing a valuable service to your clients. Through the Partners Program, you choose an experienced H.D. Vest Advisor who will provide wealth management solutions to your clients. Your share of the revenue generated is determined by the securities licenses you choose to hold and the contract you agree to with your partner.
Becoming a Partners Program Field Advisor could be your opportunity to grow through a committed referral relationship with a securities-licensed tax professional.
The Partners Program was developed to offer H.D. Vest Advisors an additional alternative to deliver financial services to their clients and an opportunity to work together through participation as a .
Referring Advisors provide clients with an opportunity to pursue their financial futures through referral to a Field Advisor. Becoming a Referring Advisor could be the time-efficient business growth opportunity that helps you successfully add financial services to your practice. Some of the key benefits to the Partners Program include:
Your share of the revenue generated is determined by the securities licenses you hold and the contract you agree to with your partner.
Field Advisors are successful H.D. Vest Advisors who want to partner with a Referring Advisor to provide financial services to their clients.
The Partners Program is an excellent client referral business growth opportunity for financial specialists. By affiliating with H.D. Vest, you can form a mutually beneficial referral relationship with a securities-licensed tax professional. Some of the key benefits of the Partners Program include:
H.D. Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name.
Copyright © 2011, H.D. Vest Financial Services®. All rights reserved.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC
Advisory services offered through H.D. Vest Advisory ServicesSM
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 (972) 870-6000
Brokerage accounts carried by First Clearing, LLC, Member FINRA/SIPC and a separate non-bank affiliate of Wells Fargo & Company.