HD Vest affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through HD Vest Investment Services®(HDVIS), Member: FINRA/SIPC. Advisory Services offered through HD Vest Advisory Services® (HDVAS), 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.
Content, links, and some material within this website may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor. This
content is for educational and informational purposes only and does not represent the views and opinions of HD Vest Financial Services® or its subsidiaries. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate – May lose Value.
HDVIS and HDVAS are not affiliated with Concentric Wealth Management LLC.