Contact:
Davin Carey
805-644-0697
Davin.Carey@TaxWealthPlan.com
DAVIN CAREY CHOSEN FOR INAUGURAL HD VEST ADVISOR COUNCIL
Oxnard, CA --June 26, 2017—Davin Carey, based in Oxnard, CA, was chosen to be a member of the 2017 HD Vest Advisor Council.
Headquartered in the Greater Dallas, Texas area, HD Vest is a leading independent broker-dealer focused on empowering advisors to deliver holistic financial advice that encompasses wealth management solutions.
The Advisor Council was formed to obtain strategic feedback from key Advisors to improve the HD Vest Client and Advisor Experience while helping to shape the future. The council is composed of a select group of twelve HD Vest-affiliated Advisors from across the country, who will serve one to three year terms. Each council member will participate in bi-annual meetings, with the next meeting taking place on December 4-5, 2017.
The first Advisor Council meeting took place in Irving, TX from June 12-13. Davin joined the eleven other council members to engage in discussions about industry trends and provide guidance to the HD Vest executive leaders.
“It was an honor to be chosen for the Advisor Council,” said Davin. “I found the event to be a perfect opportunity to network with my peers from around the country, discuss the evolving landscape of our industry and provide feedback to the leadership of HD Vest. I believe our efforts will play a significant role in the future of the company.”
Bob Oros, CEO of HD Vest, said, “This has been a great opportunity to work with an insightful group of Advisors. HD Vest is looking forward to working with Davin to create a friction-free experience for our advisors and their clients.”
About HD Vest Financial Services®
Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1 we have over 4,400 independent contractors, who manage over $40 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of January 1, 2017
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through
HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000