HD Vest Financial Services
Bill Slattery has extensive experience in accounting and financial services, holding various positions since 1973. Currently serving as an Accountant at BNI IRefer since 2009, Bill also works as a Securities Representative at H.D. Vest Financial Services, where Bill has maintained Series 6, 24, and 63 licenses. As an Enrolled Agent at Bill Slattery & Assoc., Inc., since 1990, Bill specializes in small business accounting, tax preparation, payroll, and financial planning for diverse entities, including individuals, partnerships, and corporations. Bill operates at BILL SLATTERY & ASSOC INC in Carlsbad, CA, and is an alumnus of California State University, Northridge.
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HD Vest Financial Services
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 Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.