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Wrong Herb Vest?

Herb D. Vest

Chief Executive Officer

H.D. Vest Financial Services

HQ Phone:  (972) 870-6000

Direct Phone: (972) ***-****direct phone

Email: h***@***.com


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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

H.D. Vest Financial Services

6333 N. State Highway 161

Irving, Texas,75038

United States

Company Description

Based in Irving, Texas, H.D. Vest is a leading independent broker/dealer providing investment and financial advisory solutions to retail investors through tax professionals located throughout the United States. Recognized as the largest tax professional-focuse...more

Background Information

Employment History

Turner Wealth Management Inc

Founder and Chief Executive Officer

Online Personals Watch



Chief Executive Officer

The New York/Connecticut Association of Tax Professionals Inc



Oklahoma State University

Bachelor of Science

political science

Bachelor of Science Degree


East Texas Baptist University

Bachelor of Science degree

West Texas State

Master of Science


graduate degree

Harvard Law School

graduate degree

Princeton University

graduate degree

Wharton School

master's degree


Texas Tech University

Web References(185 Total References)

Danny Cochran - Our Team

www.dannycochran.com [cached]

Melinda's background as a liaison between investment representatives and mutual fund companies nationwide with H.D. Vest, Dallas, TX was a tremendous training ground for her future working relationships with clients.
She is a graduate of Oklahoma State University and completed a degree in finance with minors in accounting and economics. She developed and presents programs titled, 'What to do with my paycheck', targeted for young adults soon to enter the work force and 'Financial Clues from the Tax Return' for civic organizations.

Who is H.D. Vest? : Fitting Tax & Financial

www.fittingtax.com [cached]

Who is H.D. Vest?
Who is H.D. Vest? In 1983, H.D. Vest Financial Services was founded by a CPA whose clients routinely requested financial advice regarding retirement plans and other investment strategies. Initially, he referred his clients to stockbrokers and insurance agents; however, frustrated by the fact that his clients' financial needs were often not satisfied through these referrals, he resolved to add financial services to his practice. H.D. Vest lobbied relentlessly for three years until the AICPA and the state of Texas repealed the rule in 1987. In the years since, many other states have followed suit, opening up financial planning opportunities for tax and accounting professionals throughout the United States. Training, support and comprehensive investment solutions for proven success Today, H.D. Vest is an industry-leading broker/dealer and RIA with 4,800 affiliates: independent CPAs, Enrolled Agents and tax practitioners who strive to be the ethical Advisors their clients can count on for customized investment solutions. We help more tax professionals implement investments for their clients than all our competitors combined. And since we're only successful when our Advisors are, we are more than motivated to delivering the best support, training, technology and solutions in the industry - all structured with the needs of the busy tax professional in mind. Strength and trust - a powerful financial planning combination H.D. Vest can offer an even more robust line of financial solutions for your clients - and better practice management and business-building programs and technology for you. And our relationship with Wells Fargo, a reputable name in the industry, will reassure your clients that your financial advice is built on a sturdy foundation of strength and trust. Partnering with H.D. Vest can help you provide clients with strategies to pursue their financial goals. Who is H.D. Vest?

About H.D. Vest - Management

www.joinhdvest.com [cached]

H.D. Vest Tops $5 Billion in Assets Held in Advisory Accounts


Herb Vest, Founder & CEOHerb Vest, Founder & CEOMr. Vest is an accomplished businessman with more than 30 years of experience in a variety of industries, particularly finance and law. From 1983-2001, Mr. Vest was founder and chairman of the board for H.D. Vest, Inc., (H.D. Vest Financial Services), a financial company that traded on NASDAQ from 1990 until its acquisition by Wells Fargo in 2001, for approximately $128 million.H.D. Vest Financial Services offered financial services and products through a national network of approximately 6,000 tax and financial professionals who managed more than $16 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. Mr. Vest has been the recipient of many prominent awards, including Ernst & Young's "Entrepreneur of the Year" award in 1999 and Accounting Today's "100 Most Influential People in Accounting" award in 1994-2000.He was also a finalist for "Inc."magazine's "Entrepreneur of the Year" award in 1992.Mr. Vest has served on the board of several large companies and organizations, including the Southern Methodist University School of Law Executive Board and the American Small Business Association, in addition to being a representative for the Office of U.S. Trade.Mr. Vest holds seven degrees, including a Bachelor of Science in political science, a Master of Science in taxation, a Master of Science in financial services, a Master of Science in management, a Juris Doctor, a Doctor of international business administration and a Master of Laws.He has also completed postgraduate work at Harvard Law School, Princeton University and the Wharton School.Mr. Vest recently completed a book about entrepreneurial strategy titled "Instructions to My Officers - A Revolutionary Approach to Entrepreneurial Strategy."

About H.D. Vest | Turner Wealth Management

www.turnerwealthmanagement.com [cached]

About H.D. Vest
How We Can Help You How We Can Help About H.D. Vest H.D. Vest Advisory Services® When you decide to work with an independent H.D. Vest Advisor, you take a solid first step toward your financial goals. Our Advisors are highly ethical and trusted professionals who have success in the field. H.D. Vest Advisory Services® provides its Advisors with access to a full array of financial services, making it possible for them to objectively help you plan for retirement, prepare to send your children or grandchildren to college, and manage your financial risks. You can think of H.D. Vest as the "back office. Your H.D. Vest Advisor meets with you to establish your goals and then recommends appropriate strategies. H.D. Vest then facilitates the processing of necessary paperwork, placement of transactions, and delivery of investment statements back to you. 

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