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Bob Oros

Mr. Oros is the CEO of HD Vest Financial Services®, managing the day-to-day operations, overseeing approximately 300 employees based in Irving, Texas, and directing the future growth success of the firm and it’s 4,600 advisors. Mr. Oros has more than 20 years of sales and operational experience and has served in leadership roles at leading brokerage and investment advisory firms where he had a strong track record of successfully recruiting, retaining, and serving advisors. Before becoming CEO of HD Vest, Mr. Oros served as the Executive Vice President, Head of the RIA Segment, Fidelity Clearing & Custody. As head of the registered investment advisors segment for Fidelity Clearing & Custody, he was responsible for the growth and retention of the RIAs and record-keepers on Fidelity’s platform, which services more than 3,500 clients in the bank, B-D, RIA and retirement record-keeper segments. He led a team of hundreds of associates who provide RIAs access to a flexible, open-technology environment, extensive practice management resources, wealth management investments and related execution and custody services. In that role, Mr. Oros also oversaw the retirement strategy for Fidelity Custody & Clearing, providing retirement tools, resources and consulting services to advisors who service retirement plans helping them stay at the forefront of their industry.  Prior to Fidelity, Mr. Oros served as a National Sales Manager at Trust Company of America, Executive Vice President and Head of Custom Clearing Services at LPL Financial, and Vice President at Charles Schwab. In addition to serving as a Board Member and Chair of the Corporate Development Committee at the Invest in Others Charitable Foundation, Mr. Oros also serves on the Board of the Foundation for Financial Planning. Bob is an outdoor enthusiast and avid sports fan.  He enjoys skiing, hiking, golfing and running in marathons. Married to his wife Lisa for 10 years, he is the proud father of 4 children and 2 dogs. Mr. Oros has a Bachelor of Science in Business Administration with a concentration in Finance and Economics from Central Michigan University, and has completed graduate work in finance at Walsh College. He holds Series 7, 24 and 63 brokerage licenses.

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