HD Vest Securities firm

[AZ-Tax]

I am considering moving my securities license to HD Vest. Those on the board that are with HD Vest, I have some questions:

Does HD Vest mandate fixed insurance products (fixed annuities, LTC, Health etc.) be ran through the Broker Dealer?

Does being associated with Wells Fargo help?

Does the Rep recieve a certificate of insurance documnet from HD Vest regarding their E&O coverage?

[AZ-Tax]

I will begin to reply to myself....

Before I started this thread, I didnt see there was a thread on this subject but that thread is about 2 yrs old. Would appreicate update info.

[sea-tax]

I am considering moving my securities license to HD Vest. Those on the board that are with HD Vest, I have some questions:

Does HD Vest mandate fixed insurance products (fixed annuities, LTC, Health etc.) be ran through the Broker Dealer?

Does being associated with Wells Fargo help?

Does the Rep recieve a certificate of insurance documnet from HD Vest regarding their E&O coverage?

1) Not sure what you mean by mandate, but Yes your sales will clear through HD Vest,
2) The rep personally no , heck Wells doesn't even know we exist as far as I can see. They do allow you to make some small amounts of money for helping clients with banking products like checking, savings accounts, etc. So I guess that is some help.
3) Not sure I don't have E&O with Hd Vest, but if I did it would be through Wells Fargo Insurance.

Overall I think Vest does a pretty good job for the advisor, they offer a lot of free technology, and training and tend to leave you alone when it comes to investment choices and the like. I would recommend them to anyone who has a tax practice and wants to add financial planning.
Sorry this was late I have not had much time to lurk the board, been busy.