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Changing the way America invests

HD Vest is pioneering the future of holistic wealth management with a unique perspective on investing, a growing network of 4,000 top-performing independent Advisors and over 30 years of industry-leading experience.

01

Over $44 Billion Assets Under Administration*

Our trusted network of over 4,000 independent Advisors provide services to more than 350,000 wealth management clients nationwide.

02

300+ Experienced Industry Professionals

Our home office team — with extensive experience and knowledge in the financial services industry holding an average tenure of over 15 years — are key to the advisor support network provided by HD Vest.

03

100+ Local Chapters

With over 100 local chapters, we have the strongest financial community in the country.

04

4,000 Independent Advisors*

We have a proven track record of supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.

05

40+ Insurance and Annuity Selling Agreements

Our unique approach is rooted in holistic financial analysis. We are here to serve you everything you need to support your clients’ needs.

06

Backed by Blucora

Blucora, Inc. (NASDAQ:BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.

Providing a new perspective for tax professionals and their clients

Our company was founded by a CPA with the idea that healthy financial planning and investment decisions need to be made with a holistic look at an individual’s financial situation. We changed the industry by lobbying to allow tax professionals to offer financial services to clients and continue to push for a positive evolution of the financial industry.

Ranked as one of the top 15 broker/dealer firms**, our commitment is grounded in providing exceptional service to our Advisors. Our mission is to create opportunities for Advisors to provide ethical, high quality investment and financial planning solutions to more Americans than ever.

WHO WE ARE

A reliable partner

HD Vest has supported an independent network of tax and non-tax professionals since 1983. We continue to work to provide cutting edge tools to enable our Advisors to successfully expand their business and help create financial well-being for their clients.

WHAT WE DO

Empower growth

We are dedicated to helping you successfully grow your business into a holistic financial service for your clients. We provide financial tools, unmatched support, a strong community base, and marketing assistance for our Advisors throughout their journey.

HOW WE DO IT

We invest in our Advisors

Your success is our success. Our focus is on delivering you the absolute best support, guiding you through training, offering access to our fully-integrated technology, and providing forward thinking industry solutions. Our Advisors are our greatest asset.

WORKING WITH US

Join the community

HD Vest is more than a broker-dealer firm, it's a family. Our network has grown into a tight-knit community, committed to seeing the success of its members. Through our Connect Conference and Chapter Meetings, our members continue to develop their practices together.

Leadership

Unmatched experience, genuine enthusiasm

Our leadership team is dedicated to delivering what matters to our Advisors and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire HD Vest family.

Bob Oros

Chief Executive Officer

Casey Griffin

CHIEF COMPLIANCE OFFICER

Chau Haner

HEAD OF MARKETING

Crystal Clifford

CHIEF OPERATING OFFICER

David Peavler

GENERAL COUNSEL

James Hickey, CFA®

CHIEF INVESTMENT STRATEGIST

Marc Brasher

HEAD OF TECHNOLOGY

Scott Rawlins, CFP®

PRESIDENT AND MANAGING DIRECTOR, SALES

Tim Stewart, CFP®

HEAD OF BUSINESS DEVELOPMENT

A team unlike any other

HD Vest is driven by a passion to make people’s lives better, and our team is here to make a difference. We strive to create a balanced and friendly work environment where careers can flourish. Join our team of motivated individuals eager to make an impact.

Work with us
View Open Jobs
Business strategy
Compliance
Finance & Admin
Human Resources
Information Tech (IT)
Legal
Marketing
National Sales
Operations
Training & Events

*As of March 1, 2018.
**ThinkAdvisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
HD Vest Financial Services® is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).