Tax Professionals

For many tax professionals currently offering investment services, their solution is the H.D. Vest Partners Program; a client referral based business growth opportunity. Becoming a Partners Program Referring Advisor could be the time efficient business growth opportunity that helps you successfully add financial services to your tax practice. Some of the key benefits of the Partners Program include:

• A productive partnership that can help you increase your revenue,
• H.D. Vest will handle all tracking, compensation, and reporting for partnership accounts,
• Your choice of an experienced H.D. Vest Advisor who will provide wealth management planning to your clients, and
• Your share of the revenue generated is determined by the securities licenses you hold and the contract you agree to with your partner.