Where was HD Vest located?
HD Vest, Inc….H.D. Vest.
| Type | Subsidiary |
|---|---|
| Headquarters | Irving, Texas , United States |
| Number of locations | Over 4,500 financial advisors |
| Key people | Bob Oros (CEO) Roger Ochs (President) |
| AUM | US$ $37 billion (2015) |
What happened to HD Vest?
HD Vest Financial Services® to Rebrand to Avantax Wealth Management. Our firm’s wealth management support and services provider, HD Vest Financial Services®, is being renamed Avantax Wealth ManagementSM on Sept. 16, 2019. The name change has no impact on client accounts or the services we provide.
Who owns HD Vest?
Wells Fargo
InfoSpace
H.D. Vest Financial Services/Parent organizations
Is HD Vest now Avantax?
HD Vest Financial Services® will be rebranded to Avantax Wealth Management on Sept. 16, 2019. After this date, clients will see communications and statements referencing Avantax Investment ServicesSM for securities and investment products and Avantax Advisory ServicesSM for investment advisory services.
Is Avantax a good company?
Avantax Provides a Great Place to Serve Advisors and their Clients. – Great people who are dedicated to serving advisors and their clients – Great culture amount advisors and home office creates a “family-like” environment. – Great place to learn the business of financial planning and wealth management.
What type of firm is Avantax?
financial advisory firm
As a financial advisory firm, Avantax Advisory Services can provide a variety of financial planning services for Americans.
How many Avantax advisors are there?
Currently, Avantax Wealth Management has over 300 employees and is affiliated with 3,750 financial advisors who advised on $76 billion worth of assets for individuals, families, and businesses across the U.S.1 In 2014, Avantax Wealth Management ranked in the Top 20 for broker/dealer firms based on revenue.
How many reps does Avantax have?
The count of financial advisors at Avantax Wealth Management has fallen for two consecutive quarters and by a net 266 registered representatives since the end of 2019, according to the May 5 first-quarter earnings of its parent firm, Blucora.