H.D. Vest

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Sep 20, 2005 4:44 pm

Does anyone have experience with H.D. Vest?  Are there better alternatives for someone with no book and wants to operate indepently?

Sep 21, 2005 10:54 pm

Yes.  Raymond James.  You won’t start indy there, but you can go indy later with them.  Their setup looks much stronger than HDVest, but to be honest, it’s been awhile since I looked at HDV…and ruled them out real quick…

Sep 24, 2005 6:21 pm

I have been with HD Vest for about a year.  I have had no problems with them.  You will really be on your own.  When I came to them though I had over four hundred tax clients and have been able to convert quite a few without any hard sell.  There is not much in the way of training, but I enjoy that they do not call and bug me a lot.