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Steven Watkins
Director Of Advisory, Retirement, Lending, And Client Service Sales Groups At Hd Vest at Hd Vest Financial Services
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Work Experience
Jun 2002 - Present · 22 years and 6 months
Director Of Advisory, Retirement, Lending, And Client Service Sales Groups At Hd Vest
Aug 2010 - Present · 14 years and 4 months
Advisory Specialist Manager
Jan 2007 - Aug 2010 · 3 years and 7 months
Advisory And Trust Program Specialist
Jun 2002 - Jan 2007 · 4 years and 7 months
Company Details
HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.
Year Founded
1983
Social Media
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Industry
Financial Services, Banks & Financial Services
HQ Location
6333 N State Highway 161 4th Floor Irving, TX 75038, US
Keywords
Independent Broker/DealerFinancial ServicesTax ProfessionalsTax Financial Services
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