SECTOR
Financial Services
COUNTRY
United States
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Invested on
Oct 2011
Transaction Type
Mezzanine
Realization Date
Dec 2015
Exit Type
Strategic Purchase
HD Vest Financial Services is an independent broker-dealer providing wealth management and advisory solutions to tax professionals.
 

As of September 5, 2023. The above is provided for informational and educational purposes only. There is no guarantee that the investment mentioned resulted in positive performance (for realized holdings), or will perform well in the future (for current holdings). The trademarks and service marks above are the property of their respective owners. The information on this website has not been authorized, sponsored, or otherwise approved by such owners. By clicking on any links shown here, you agree that you are navigating to a third party site. We are providing these hyperlinks to you only as a convenience and the inclusion of any hyperlink is not and does not imply any endorsement, approval, investigation, verification or monitoring by us of any information contained in any hyperlinked site. In no event shall we be responsible for the information contained on the site or your use of such site.