H.D. Vest Advisory Services, Inc
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About this Advisor
Todd Green is a certified financial planner whose office is in Dallas, Texas. Currently a registered financial advisor at H.D. Vest Advisory Services, Inc, they have gathered 19 years of work experience as a financial advisor. Green has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Green can operate in Texas. The advisor has gained experience at H.D. Vest Investment Services and H.D Vest Advisory Services. H.D. Vest Advisory Services, Inc is based out of Dallas, Texas, and operates out of 1,850 additional locations in the United States. As a firm, H.D. Vest Advisory Services, Inc oversees $13 billion in assets dispersed across 56,776 client accounts and retains more than 7,786 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 26,647 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. H.D. Vest Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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H.D. Vest Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Todd Green Work History
Todd has 19 years of experience.
H.D Vest Advisory Services
H.D. Vest Investment Services
Todd Green has no disclosures.
Please visit their SEC profile for more details.