HD Vest Investment Services
A subsidiary of Blucora, Inc.
6333 N. State Highway 161
Irving, TX 75038
Year founded: 1983
Year end: Dec. 31
Recruitment & Staffing
|No. of reps||—||4,597||4,605|
|No. of producing reps||—||3,000||2,728|
|No. of reps producing $100K-$499K /year||—||582||589|
|Total revenues: Other||$37,025,860||$33,362,891||$32,324,949|
|Total account assets||$38,664,000,000||$36,573,766,260||$37,132,756,957|
|Total account assets: Other||$28,266,500,000||$26,881,552,730||$27,579,880,723|
|Average assets per rep||$8,410,703||$7,942,186||$8,224,309|
August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...
April 23, 2017 - Top 50 IBDs ranked by 2016 revenue Bubble view By group Table view Firm 2016 revenue ($M) % change vs. 2015 2016 commission revenue ($M) % change vs. 2015 2016 fee revenue ($M) % change vs. 2015 2016 other revenue ($M) % change vs. 2015 1 LPL Financial...
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,...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 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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