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Who Is HD Vest?

H.D. Vest supports Paul Nolan as he provides comprehensive financial services for you!

Since its inception in 1983, H.D. Vest Financial Services (HDV)* has support an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. HDV has over 3,700 independent contractors, who manage over $45 billion in assets for some individuals, families and small businesses in all 50 states.** 

* H.D. Vest Financial Services is the holding company for the group of companies providing financial services under the H.D. Vest name. **As of July 1, 2018

Independence you can count on

HDV advisors are independent, which allows them to objectively choose the best solutions for individuals based on a wide array of options. But independence isn’t about standing alone. It’s about partnering to harness the resources and support that enable Advisors to take the steps that are right for their clients and their business. That’s why a growing number of advisors rely on the strength and leadership HDV provides to help them serve a broader range of client needs The HDV affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HDV.

Where we’ve been

At HDV, helping today’s investors obtain the objective financial advice they seek from trusted financial and tax professionals continues to be the heart of what we do - our mission. HDV is proud to celebrate more than 30 years of helping Advisors and their clients pursue a comprehensive approach to financial well-being.

Where we’re going

Today, HDV supports a growing independent network of financial advisors who are also accounting and tax professionals that provide financial solutions to a broad range of individual and corporate clients through the various HDV subsidiaries. Solutions can include mutual funds, individual securities, insurance, money management services, estate planning, retirement planning, and banking solutions.

A working combination that benefits you

HDV focuses on making it easy for advisors to develop strategies for your unique financial goals and provide you with the information and resources to invest intelligently. Our Advisors are provided access to the unparalleled products, services, technology, and support required to serve your needs.

Custodial Services

HDV has a strategic business alliance with Fidelity Clearing and Custody Services (FCCS) and its affiliate National Financial Services LLC (NFS) both Fidelity Investments companies. They are providing clearing, settlement of securities transactions, custodial services, preparing and sending periodic account statements as well as transaction confirmations, and/or other brokerage services along with maintaining the required books and records with respect to the functions it performs for HDV and for your HDV brokerage accounts.


While Paul Nolan is interacting with clients, HDV is providing back office support; and NFS is keeping records, executing transactions, and providing custodial services.Through these relationships, you receive securities-execution, brokerage-clearance, executed transaction settlements, custody of securities, and cash balance maintenance, with comprehensive investment solutions, dedicated home-office support, and leading-edge technology all working for your benefit. There is no form of partnership, agency affiliation, or similar relationship between Nolan, HDV, or NFS, nor is such a relationship created or implied by the information herein. This working combination positions Paul and David in the forefront of financial professionals meeting clients' needs now and into the future. It's a great arrangement - that benefits you and all clients.