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Business Development Consultants are available to answer any questions you may have about adding financial services alongside your tax practice or transitioning your existing business to HD Vest Financial Services.

(800) 742-7950


Growing Your Tax Business

Let’s suppose you’ve passed your securities licensing exam, celebrated with family and friends and are heading into your office for your first day as an official HD Vest Advisor. What comes next? That’s when the real work begins. But don’t worry: we’ll be here to support you every step of the way.

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Financial Advisors

As an Independent Advisor, you have an opportunity to build your own independent business and retain full ownership of your practice. Our platform isn't based on quotas or minimums, we believe how an advisor chooses to manage their practice and their growth should be up to them. Best of all, you’re far from alone.

Why HD Vest for Advisors?

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60 Seconds Smarter Video Series

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Taxes & Investments Series

HD Vest In The News

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HD Vest In The News

  • The last 12 months or so have been marked by bouts of hyper volatility that have shaken stocks across the globe. HD Vest's Chad Smith explores being bold in uncertain times.

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  • Now that the crush of tax season is safely behind us, and many tax professionals have already taken some well-deserved time off, many of them are also now experiencing an uneasy letdown.

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  • As the Baby Boomers move into retirement, their $50 trillion in assets will move with them -- and they’ll need professional help with the transition, according to Roger Ochs, president and CEO of broker-dealer HD Vest Financial Services.

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  • The average length of time between a new computer being hooked up to the Internet and its being targeted by hackers is six minutes, experts warn -- so it’s critical to establish a defense in depth against cyber-invasion.

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