About Avantax Wealth Management℠

Website
Website
Employees
Employees
201-500 employees View all
Industry
Industry
financial services
Location
Location
3200 Olympus Blvd,Dallas,Texas,US
Description
Information
Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, 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 2020, approximately 4,500 independent contractors manage over $67 billion in assets for individuals, families and small businesses in all 50 states.Ranked as one of the top 15 independent broker-dealer firms, (Think Advisor 2019 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 Avantax Financial Professional? Find out more here: https://www.avantaxwealthmanagement.comAvantax Wealth Management or its subsidiaries do not provide or supervise tax or accounting services. Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www,finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000Please visit https://www.avantaxwealthmanagement.com/social_policy for more information.

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Frequently Asked Questions about Avantax Wealth Management℠

What is Avantax Wealth Management℠ email format?

The widely used Avantax Wealth Management℠ email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.


What is Avantax Wealth Management℠ customer service number?

To contact Avantax Wealth Management℠ customer service number call here 972-870-6000. To contact Avantax Wealth Management℠ customer service number in your country click here to find.


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