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Full Support for Licensed Financial Advisors

Partnering with the right broker/dealer can be pivotal to helping you truly optimize your practice to its fullest potential. At HD Vest Financial Services® our client-centric focus is built around helping you attain this important goal and our model proves it.

As an Independent Advisor, you have an opportunity to build your own independent business and retain full ownership of your practice. Best of all, you’re far from alone. We work with you on an ongoing basis to support your independent business, providing the resources you require to help build a practice that can provide tangible value for you and your family when you’re ready to sell or retire.

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. And our level of support is not contingent upon production; you are assigned a dedicated Wealth Management team of specialists from day one to work with you at any pace you desire.

  • Improve client service: You have the freedom to do what is best for your clients.

    You can build relationships with your clients based on their needs, resulting in a loyal client base that’s more likely to generate referrals.

  • Increase income potential: Higher payouts and greater control over expenses can help you increase profitability, which means you keep more of the income you earn.
  • One of the only referral networks in the independent business model that works: A portion of our Advisors are non-tax professionals and by partnering our tax professionals with experienced Advisors through our Partners Program, both parties benefit from dual success.
  • Choose your business model: Independence provides the opportunity to develop your own business strategy, including determining how you will serve your clients.
  • Access our flexible advisory platform: Our advisory platform provides the fully-integrated, flexible advantage you seek in managing client assets.
  • Serve a broader range of client needs: Our innovative partnership program provides you and your clients with ready access to like-minded tax professionals to ensure a truly holistic approach to delivering client solutions.
  • Build equity in your own business: Independence allows you to lay the foundation for a successful future by building equity in your own business.


Category: Advisor

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