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.

Banking

Insurance

Investment Management

HD Vest Financial Services

Boris Foxman

Lisa Guillory

Ling Su

Khanh le

Gertrude Lumor

Fred Fox

Markita McGill

Kathy Giese Cmp, Cmm

The Financial Services team at HD Vest Financial Services collaborates to deliver comprehensive financial planning and advisory services. This team, comprised of professionals such as accountants, mutual fund operations experts, securities representatives, and compliance analysts, provides clients with tailored solutions in securities, insurance, and money management. They ensure regulatory compliance and high standards of service to help advisors effectively manage and grow client assets.

Financial Services

Financial Services and Wealth Management

Financial Services

About

Team members

Other teams at HD Vest Financial Services

Financial Services and Wealth Management