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HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC
Erik Smith Investments is a Jackson, MI-based company in the Financial Services sector.
Sett and Lucas is a New York, NY-based company in the Financial Services sector.
Remington Microshare is a Schaumburg, IL-based company in the Financial Services sector.
3 billion of assets under management on 31 December 2019 represented by the value of cash securities and other economic exposure managed for clients.