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HD Vest
http://www.hdvest.com/Last activity: 22.02.2012
Active - Reference to H.D. Vest Financial Services
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.
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.
Location: United States, Texas, Irving
Employees: 201-500
Total raised: $43M
Founded date: 1983
Investors 1
| Date | Name | Website |
| - | Parthenon ... | parthenonc... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 18.10.2011 | - | $43M | Morgan Sta... |
Mentions in press and media 4
| Date | Title | Description |
| 22.02.2012 | 2011 Year-End Review | Robust investment activity and key milestones characterized our 2011. We invested in four (4) new platform ventures (all highlighted below); Parthenon portfolio companies completed 23 add-on acquisitions; two (2) portfolio companies were so... |
| 18.10.2011 | Morgan Stanley Credit Partners Provides $43M Mezzanine Loan and Invests in H.D. Vest | Morgan Stanley Credit Partners has provided a $43m mezzanine loan to help finance the acquisition of H.D. Vest Financial Services by Parthenon Capital Partners, Lovell Minnick Partners and Fisher Lynch. As part of the transaction, Morgan St... |
| 04.10.2011 | Parthenon Capital Partners and Lovell Minnick Partners Complete Purchase of H.D. Vest Financial Services | Irving, Texas, October 4, 2011 – An investor group led by Parthenon Capital Partners, Lovell Minnick Partners, and Fisher Lynch has completed the previously announced acquisition of H.D. Vest Financial Services from Wells Fargo & Compan... |
| 30.06.2011 | Parthenon Capital Partners and Wells Fargo & Company Announce Agreement for Parthenon to Purchase H.D. Vest Financial Services | Irving, Texas (June 29, 2011) – Parthenon Capital Partners and Wells Fargo & Company (NYSE: WFC) have entered into a definitive agreement for Parthenon Capital Partners to acquire Wells Fargo’s H.D. Vest Financial Services business. Fol... |