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Davin Carey
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Davin.Carey@TaxWealthPlan.com
DAVIN HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Annual Event Brings Together HD Vest Advisors from Across the Nation
Oxnard, CA 93036 --<August 4, 2017—Davin based in Oxnard, CA was recognized by HD Vest at its recent Premier Advisors’ Forum. He was also selected for membership in the forum’s prestigious President’s Advisory Council.
Headquartered in the Greater Dallas, Texas, area, HD Vest Investment ServicesSM 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 Advisors1 from across the country and awards membership in the President’s Advisory Council to the top 15 performing Advisors.2 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 The Breakers, Palm Beach, FL, from July 27-30, Davin joined with other HD Vest-affiliated Advisors in educational meetings and networking events. The 15 Advisors who 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. The event was 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.”
“I am very pleased with the selection of Davin to our President’s Advisory Council. O l really looked forward to seeing and personally congratulating our Advisors at the Premier Advisors Forum,” said Bob Oros, CEO of HD Vest. “Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service and loyalty 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 15 independent broker-dealer firms,3 we have over 4,400 independent contractors, who manage over $39 billion in assets for individuals, families and small businesses in all 50 states.4
1“Top 75 performing Advisors” is defined as the 75 HD Vest Advisors with the highest rolling gross production in a 12-month period.
2An 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.
3Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
4As 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,