HD Vest Investment Services
A subsidiary of Blucora, Inc.
6333 N. State Highway 161
Irving, TX 75038
Clearing firm: First Clearing LLC
No. advisers: 4,605
Year founded: 1983
Year end: Dec. 31
Recruitment & Staffing
|No. of reps||—||4,605||4,515|
|No. of producing reps||—||2,728||2,756|
|No. of reps producing $100K-$499K /year||—||589||576|
|Total revenues: Other||$33,362,891||$32,324,949||$29,098,707|
|Total account assets||$36,573,766,260||$37,132,756,957||$34,925,158,973|
|Total account assets: Other||$26,881,552,730||$27,579,880,723||$26,564,714,276|
|Average assets per rep||$7,942,186||$8,224,309||$7,781,898|
March 16, 2015 - In the independent financial advice industry, as in many other sectors, the rise of new technologies often leads to fevered discussions that the â€śold modelsâ€ť of doing business are about to become obsolete. With the rapid proliferation of so-called...
June 5, 2014 - One topic that was a focal point at CONNECT14, the annual HD Vest national conference is the extent to which many clients, both affluent and mass affluent, were caught off guard by the checks they had to write to the Internal Revenue Service this year,...
January 17, 2014 - Holding company IBD subsidiary 2013 2012 % change LPL Financial Holdings Inc. LPL Financial LLC 13,553 13,155 3.0% Ameriprise Financial Ameriprise Financial Services Inc. 7,526 7,449 1.0% Cetera Financial Group Cetera Advisor Networks, Cetera Financial...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2015 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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