Broker Check

HDVest Pacesetter Conference

October 13, 2015




October 13, 2015, Oxnard, CADavin Carey, a financial services professional in Oxnard, was recognized as a Pacesetter by HD Vest Financial Services®. D qualified with 55 other Pacesetters for the 2015 Pacesetters’ Meeting, which was hosted by Allianz, AXA, Lincoln and MetLife in Dallas, Texas, September 24-25, 2015. HD Vest Investment ServicesSM  is a leading independent broker-dealer empowering holistic wealth management-based investment services for tax professionals.

HD Vest Financial Services Pacesetters is a company-wide program designed to recognize
HD Vest Advisors at various stages of their investment planning practice for their commitment to providing clients with investment-planning tools and strategies that will help them work toward a brighter financial future. By recognizing a range of categories, Advisors at all levels of success and tenure are included and can learn from each other. The goal of the Pacesetters’ Meeting is to celebrate the Pacesetters’ success, share successful ideas and strategies, as well as case studies presented by the hosting partners, Allianz, AXA, Lincoln and MetLife, and build valuable relationships with other Pacesetter Advisors. 

Carey heard from each of the hosting partners speak on industry updates and client case studies. The attendees also listened to updates from HD Vest President & CEO Roger Ochs, Managing Director, Sales Scott Rawlins, Wealth Planning Strategist Chad Smith and Annuity Specialist Aaron Runyon.

“Pacesetters is an unique program HD Vest supports because it recognizes Advisors who have excelled in their field but who may be at very different points in their careers — from new Advisors to those who have been helping clients for over 20 years,” said Ochs.Our Advisors can learn a lot from each other because they each bring an experience to the table. We are very pleased to partner with Allianz, AXA, Lincoln and MetLife to host this educational event for these outstanding Advisors.”

Davin serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.

About HD Vest, Inc.

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, approximately 4,500 independent contractors manage over $37 billion in assets for individuals, families and small businesses in all 50 states.2 

1Investment Advisor 2014 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of January 1, 2015

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, Suite 400, Irving, TX 75038  (972) 870-6000.