Join the firm that understands the special needs of tax professionals

Our programs are built around the way tax professionals do business.

• We understand the importance of your tax-client base and appreciate the confidence your clients place in you to guide them.
• We help you identify opportunities in the 1040 that you can spin into financial planning. Other firms have tried to duplicate our model, but with little success.
• Our Advisors are willing to share with other Advisors what has made them successful — a rarity in the industry.

Are you ready to discover your hidden practice?

Once you've decided to affiliate with H.D. Vest, the rest is easy. Our Advisor Recruiting department can help you complete the paperwork and answer any questions you have about your licensing requirements. Just follow these simple steps:

1. Choose an affiliation and compensation option.
2. Determine the required exams.
3. Complete a licensing application.

Complete the H.D. Vest Pre-Registration Application.

Fill out the pre-application and fax it to H.D. Vest at (972) 870-6392.

Upon acceptance, you will receive an e-mail with instructions for completing the rest of the application process.

Pre-Registration Application

Still need more information?

Just complete the contact form and an Advisor Recruiter will contact you.

Contact H.D. Vest Recruiting