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H.D. Vest Financial Services

Displaying 3 results

Topic

Blucora to buy another broker-dealer with tax-focused advisers

Blucora is paying $180 million in stock for 1st Global, with 850 advisers.

Topic
  • February 28, 2018

HD Vest adds $240 million rep from Raymond James

Team led by accountant Richard Mitchen based in Baton Rouge, La.

Topic

Private-equity funds seek indie B-Ds

Parthenon Capital Partners’ pending acquisition of H.D. Vest Financial Services shows that private-equity funds are still interested in…