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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Hd Vest Advisory Services 1 year, 7 months Dec 2016 - Present
Hd Vest Investment Services 1 year, 7 months Dec 2016 - Present
Harmony Tax & Financial, LLC 1 year, 7 months Dec 2016 - Present
Hd Vest Insurance Agency, Inc 1 year, 7 months Dec 2016 - Present
Ef Legacy Securities, LLC 7 months Apr 2016 - Nov 2016
Edelman Financial Services, LLC 2 years, 1 month Oct 2014 - Nov 2016
Sanders Morris Harris Inc 1 year, 6 months Oct 2014 - Apr 2016
Morgan Stanley 9 months Jan 2014 - Oct 2014
Edelman Financial Services, LLC 1 year, 11 months Feb 2012 - Jan 2014
Sanders Morris Harris Inc 2 years Jan 2012 - Jan 2014
Metlife Securities, Inc. 6 months Jul 2011 - Jan 2012
Liberty Financial 1 year, 6 months Jan 2010 - Jul 2011
Chris Stone Inc 5 years, 2 months Oct 2004 - Dec 2009
Are You
Jan Ford?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 14, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 15, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

H.D. Vest Advisory Services, Inc

Last updated on Aug. 28, 2017
    • $11.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 53K
      Accounts
    • $207.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
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