Broker Check


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.


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.