HD Vest
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HD Vest

http://www.hdvest.com/
Last activity: 22.02.2012
Tags:E-commerceFinTechInformationInsurTechITManagementPlanningService
HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.
Website visits
1.5K /mo.
Mentions
4
Location: United States, Texas, Irving
Employees: 201-500
Total raised: $43M
Founded date: 1983

Investors 1

Funding Rounds 1

DateSeriesAmountInvestors
18.10.2011-$43MMorgan Sta...

Mentions in press and media 4

DateTitleDescriptionSource
22.02.20122011 Year-End ReviewRobust investment activity and key milestones characterized our 2011. We invested in four (4) new pl...parthenonc...
18.10.2011Morgan Stanley Credit Partners Provides $43M Mezzanine Loan ...Morgan Stanley Credit Partners has provided a $43m mezzanine loan to help finance the acquisition of...finsmes.co...
04.10.2011Parthenon Capital Partners and Lovell Minnick Partners Compl...Irving, Texas, October 4, 2011 – An investor group led by Parthenon Capital Partners, Lovell Minnick...parthenonc...
30.06.2011Parthenon Capital Partners and Wells Fargo & Company Ann...Irving, Texas (June 29, 2011) – Parthenon Capital Partners and Wells Fargo & Company (NYSE: WFC)...parthenonc...