DAVIN CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Top HD Vest Advisors from across the nation come together at annual event
Oxnard, CA -August 3, 2018—Davin Carey based in Oxnard, CA, was recognized by HD Vest at its recent Premier Advisors’ Forum. As part of the top 15 performing Advisors1, he was also selected for membership in the forum’s prestigious President’s Advisory Council.
As part of the Premier Advisors’ Forum, which took place at The Four Seasons, Vail, Colorado, from July 27-31, Davin joined with other HD Vest-affiliated Advisors in a variety of events — including educational and networking meetings, along with an awards ceremony and dinner.
Davin said, “Attending the Premier Advisors’ Forum and being selected for the President’s Advisory Council was such an amazing experience. I was able to meet with peers from around the country, as well as HD Vest executives, while also learning from industry experts in the field. It was an honor to attend an event like this, and celebrate my fellow Advisors and their accomplishments.”
“The Premier Advisors Forum is where we celebrate the hard work our Advisors have put in,” said Bob Oros, CEO of HD Vest. “These Advisors are constantly set apart by their ongoing commitment to their clients and to their profession. Their excellence in client service and loyalty is an inspiration to everyone in the financial industry.”
About HD Vest Financial Services®
Headquartered in the Greater Dallas area in Texas, HD Vest Financial Services is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.
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,2 we have over 4,000 independent contractors, who manage over $44 billion in assets for individuals, families and small businesses in all 50 states.3
1An Advisor qualifies for recognition as a member of the President’s Advisory Council by being among the 15 HD Vest Advisors with the highest rolling gross production in a 12-month period.
2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
3As of March 1, 2018
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 Services®, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services®,
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.