Union Local Tapped to Provide Strategic Counsel to Tax-Focused Independent Broker-Dealer
Nelson Couto, based in West Orange, NJ, was chosen by HD Vest, a wholly owned subsidiary of Blucora, Inc., to be a member of the 2019 HD Vest Advisor Council.
Headquartered in the Greater Dallas, Texas area, HD Vest is a leading independent broker-dealer focused on empowering advisors to deliver holistic financial advice that encompasses wealth management solutions.
The Advisor Council was formed to obtain strategic feedback from key advisors to improve the HD Vest client and advisor experience while helping to shape the future strategy of the firm. The council is composed of a select group of twelve HD Vest-affiliated advisors from across the country, who will serve three-year terms. Each council member will participate in bi-annual meetings, with the next meeting taking place in May 2019.
Nelson Couto joins the eleven other council members to engage in discussions about industry trends and provide guidance to the HD Vest executive leaders.
“It’s an honor to be chosen for the HD Vest Advisor Council,” said Nelson Couto. “I look forward to collaborating with my fellow advisors from all around the country, and sharing thoughts and ideas with HD Vest leadership. I believe our efforts will play a significant role in the future of the company.”
Scott Rawlins, President of HD Vest, said, “Since its inception, the Advisor Council has given us such a great opportunity to gain insight from an incredibly talented group of advisors. HD Vest is looking forward to working with Nelson Couto so that we can continue to develop tax-smart financial solutions for the future of our profession.”
About HD Vest Financial Services
Since its inception in 1983, HD Vest Financial Services has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. We have over 3,700 independent contractors, who manage over $46 billion in assets for individuals, families, and small businesses in all 50 states1. Ranked as one of the top 15 independent broker-dealer firms2, we know what it takes to make your practice flourish. For more information, please visit http://www.hdvest.com.
1. As of June 30, 2018
2. Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 | (972) 870-6000 | HDVEST.COM
HD Vest Financial Services is the holding company for the group of companies providing financial services under the HD Vest name. Securities offered through HD Vest Investment Services, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services, Insurance services offered through HD Vest Insurance Agency LLC.