DAVIN CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation
Oxnard, CA –July 27, 2016—Davin Carey based in Oxnard, CA, was recognized by HD Vest at its recent Premier Advisors’ Forum as one of HD Vest’s most successful Advisors. He was also selected for membership in the forum’s prestigious President’s Advisory Council.
Headquartered in the Greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.
The annual Premier Advisors’ Forum event honors HD Vest’s top 75 performing Advisors from across the country and awards membership in the President’s Advisory Council to the top 15 of these leading Advisors. The forum also brings together the firm’s senior executives and leading financial industry educational partners.
As part of the Premier Advisors’ Forum, which took place at Four Seasons Resort Whistler, Canada, from July 18-21, Davin joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events. The 15 Advisors qualified for recognition as members of the President’s Advisory Council were invited to attend a special dinner in honor of their accomplishment.
Davin said, “It was an honor to attend the Premier Advisors’ Forum and to be selected to the President’s Advisory Council. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”
Roger Ochs, President and CEO of HD Vest, said, “I am very pleased at the selection of Davin to our President’s Advisory Council, an honor reserved for our very top advisors. Every year I look forward to our Premier Advisors’ Forum and the opportunity to meet with our most successful Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”
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 20 independent broker-dealer firms1, with 4,600 independent contractors managing over $37 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2015 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of January 1, 2016
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Advisory services offered through HD Vest Advisory ServicesSM
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