Products

Mutual Funds

I have access to over 5,000 different mutual funds offered by 250 different fund companies.

Individual Stocks and Bonds

I can offer individual securities traded on all major exchanges and over the counter. In addition, I have access to a wide array of fixed income investments, unit investment trusts, foreign securities, ADRs, limited partnerships, options and more, via a full-service brokerage account.

Professional Money Management

H.D. Vest Advisory Services SM has developed several professional money management programs that provide access to a wide selection of  managers handling separate client accounts via a wrap-fee arrangement.

Insurance

H.D. Vest Insurance Agency maintains relationships with more than 60 separate insurance providers offering fixed and variable annuities, life insurance, disability and long-term care solutions.

Banking Products

H.D. Vest assists in making it possible for me to provide my clients1 with small business loans through the only "Aaa" rated Bank2 in the United States - Wells Fargo Bank.