HD Vest Financial Services
Khanh Le has over 23 years of experience in the financial services industry, currently serving as a Transaction Support Specialist III at Avantax Wealth Management℠ since July 2000. Responsibilities include contacting advisors and House account clients regarding account-related transactions, as well as identifying and recommending process and procedure improvements. Concurrently, Khanh Le has worked in Mutual Fund Operations at H.D. Vest Financial Services since July 2000. Educational background includes a Bachelor of Science in Electrical Engineering (BSEE) from the University of Oklahoma.
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.