H.D. Vest Financial Services, Inc. Investor Claims Is What We Do - All Day, Every Day
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H.D. Vest Financial Services, Inc.

H.D. Vest Financial Services, Inc., the nation's largest provider of financial services delivered through tax professionals, was founded in 1983 by Herb Vest. H.D. Vest became a wholly owned subsidiary of Wells Fargo & Company in 2001. The company is headquartered in Irving, TX and provides financial planning services, including securities, insurance, money management, and business advice. As of 2007, there were 5,400+ independent H.D. Vest advisors in all 50 states. In 2011, Wells Fargo & Co. sold H.D. Vest to Parthenon Capital Partners.

Although H.D. Vest employs thousands of independent financial representatives, the firm is legally responsible for the advice and recommendations offered by its representatives with regard to compliance with the rules of the securities industry. When a client suffers damages or severe loss as a result of a representative’s wrongful action, or if a financial advisor acts against the interest of a client, the firm can be held legally liable for the results.

Get the Help of Meyer Wilson Today

If you have suffered damages due to the misconduct of an H.D. Vest financial advisor, you may be able to recover your losses with the help of investment fraud lawyers. Meyer Wilson attorneys are experienced in securing the rights of our clients against large investment firms such as H.D. Vest Financial Services. We represent clients all over the world, and conduct arbitration through the Financial Industry Regulatory Authority (FINRA) and the American Arbitration Association (AAA). If you have been wronged by an investment broker, we can make your voice heard.

To determine whether you have a case against H.D. Vest Financial Services, Inc. for your losses, call us or complete our online form to request a free case evaluation.

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  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for Ten Years Running
  • David Meyer is President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members

We Recover Investment Losses

Helping You Take Back What Is Yours
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million
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