Pat Willis, who owns Willis & Machnik Financial Services in Jackson ... After working as an investment advisor for four years, Willis started her own financial service business in 1987. The company operated under the name HD Vest Investment Services.
Second Quarter Highlights and Recent Developments Increased revenue and operating income by 16% and 34%, respectively, year-over-year HD Vest achieved ... enable a better advisor experience, and allow us to capture significant financial benefits over.
Both TaxACT and HD Vest operate at the intersection of tax preparation and financial planning. Their solutions enable advisors and consumers to make smart financial decisions with technology tools and tax centered advice. The Blucora portfolio going.
The HD Vest platform includes the largest U.S. tax-professional-oriented independent broker-dealer providing wealth management solutions to financial advisors nationwide. Supporting more than 4,600 registered financial representatives, As of November 30.
With 100+ Educational Sessions, Annual Conference Arms Advisors with Best Practices and Resources they Need to Prosper and Deliver a Premium Client Experience LAS VEGAS, June 27, 2017 (GLOBE NEWSWIRE) -- HD Vest, a leading independent financial services.
What Should I Know About This Firm? ? Advisors with HD Vest Investment Services help clients create a strategy to manage their money effectively by focusing on financial matters people regularly have problems with, including budgeting, investing.
Oros is Chief Executive Officer of H.D. Vest, Inc. (“HD Vest”) of the Company ... of Custom Clearing Services at LPL Financial from June 2009 through October 2010, and Senior Divisional Manager of Schwab Advisor Services at Charles Schwab from November.
Currently, HD Vest Financial Services has 350 employees and is affiliated with 4,500 financial advisors who advised on $37 billion worth of assets for individuals, families and businesses across the U.S. In 2014, HD Vest Financial Services ranked in the.
These are 7 things to pay attention to on a 1040 form (Financial Planning) With tax season upon us, Chad Smith, a wealth management strategist at HD Vest Investment Services notes, "It's never a bad idea to review what every advisor should be looking for.
He retired after 42 years as a financial advisor/accountant and co-owner of Griffin Financial Services in Millvale. He was a member of the National Society of Tax Professionals and HD Vest Brokerage, a subsidiary of Wells Fargo. Born Oct. 6, 1933.