H.D. Vest Advisory Services, Inc

Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions



Office Location

3102 Maple Ave Suite 400
Dallas, TX 75201

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H.D. Vest Advisory Services, Inc Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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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
  • Other

Todd Green Work History

Todd has 19 years of experience.

2003 - Present (16 years)

H.D Vest Advisory Services

1999 - Present (20 years)

H.D. Vest Investment Services


Todd Green has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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