Kyle Brownlee was recognized by HD Vest at its recent Premier Advisors’ Forum. As part of the top 15 performing Advisors[1], he was also selected for membership in the forum’s prestigious President’s Advisory Council.
As part of the Premier Advisors’ Forum, which took place at Grand Wailea in Maui, Hawaii, from July 29 to Aug. 3, 2019, Kyle joined other HD Vest-affiliated Advisors in a variety of events — including educational and networking meetings, along with an awards ceremony and dinner.
“The Premier Advisors Forum allows us to celebrate our Advisors’ success,” said Enrique Vasquez, President of HD Vest. “These Advisors are consistently outpacing their goals through their ongoing commitment to their clients and to their profession. Their excellence in client service and loyalty is an inspiration to everyone in the financial industry.”
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. Ranked as one of the top 15 independent broker-dealer firms[2], we have over 3,500 independent contractors, who manage over $45 billion in assets for individuals, families and small businesses in all 50 states.[3]
[1] An Advisor qualifies for recognition as a member of the Premier Advisor’s Forum by being among the 15 HD Vest Advisors with the highest rolling gross production in a 12-month period.
[2] Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
[3] As of June 5, 2019
Category: Leaders
