Join H.D. Vest Today!

Application

Your first step is to complete the H.D. Vest Pre-Registration Application.

Complete 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

Commission based:

Getting licensed (or transferring existing licenses) as a Registered Representative with FINRA to offer commission based products.

Registered Representative Licensing Application

Registered Representative with IAR Licensing Application

Fee Planning

Registering with H.D. Vest Advisory Services as an Independent Advisory Representative to offer hourly planning services, investment plans for a flat fee, and the complete line of H.D. Vest advisory solutions.

Fee Planning Licensing Application