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Products
Mutual Funds
H.D. Vest provides its Advisors with access to over 5,000 different mutual funds offered by 250 different fund companies.
Individual Stocks and Bonds
H.D. Vest makes it possible for its Advisors to offer individual securities traded on all major exchanges and over the counter. In addition, Advisors have access to a wide array of fixed income investments, unit investment trusts, foreign securities, ADRs, limited partnerships, options and more, via a full-service brokerage account.
Professional Money Management
H.D. Vest Advisory Services has developed several professional money management programs that provide access to a wide selection of top-notch managers handling separate client accounts via a wrap-fee arrangement.
Insurance
H.D. Vest Insurance Agency maintains relationships with more than 60 separate insurance providers offering fixed and variable annuities, life insurance, disability and long-term care solutions.
Banking Products
H.D. Vest assists in making it possible for Advisors to provide their clients1 with a variety of customized personal and business checking and savings accounts, as well as lending products including mortgages, home equity loans, and small business loans through the only "Aaa" rated Bank2 in the United States - Wells Fargo Bank.
1 Not all H.D. Vest Advisors are licensed to offer all products.
2 As rated by Moody's Investors Service.
Wells Fargo Bank, N.A. Member FDIC. Equal Housing Lender.
Log into myhdvest.com to view your account information.
