H.D. Vest Financial Services, Inc. was founded in 1983 CPA Herb Vest as a firm dedicated to helping tax and accounting practitioners integrate financial services into their practices. More than 5,400 tax professionals nationwide are affiliated with H.D. Vest Financial Services, now a non-bank subsidiary of Wells Fargo & Company. These professional collectively manage more than $30 billion in assets and provide investment and tax advice for more than 3 million individuals and small businesses around the United States.If you suffered investment losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-578-6255 or firstname.lastname@example.org for a free case evaluation.