Avantax Wealth Management℠

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Description

  • 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.com Avantax 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, 972-870-6000 Please visit https://www.avantaxwealthmanagement.com/social_policy for more information.
  • location

    Headquarters:3200 Olympus Boulevard Suite 100, Dallas, Texas, United States

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  • Avantax Wealth Management℠ phone

    Phone Number: +1 972-870-6000

  • Avantax Wealth Management℠ website

    Website: https://www.avantaxwealthmanagement.com

  • Avantax Wealth Management℠ employees

    Employees:262

  • Avantax Wealth Management℠ revenue

    Revenue:$10 - 50M

  • Avantax Wealth Management℠ legal name

    Legal Name:Avantax Wealth Management℠

  • Avantax Wealth Management℠'s Social Media

    Avantax Wealth Management℠ linkedin
  • done Is this data correct?
  • |  NAICS Code: 523110  |

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Person level website identification

President Avantax Wealth Management , A Blucora Company for Avantax Wealth Management℠

Todd Mackay

President Avantax Wealth Management , A Blucora Company

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View Employees

Todd Mackay

President Avantax Wealth Management , A Blucora Company

Andrew Duggan

Chief Financial Officer

Suman

Vice President Of Software Engineering

Nate Biddick

Vice President

Dan Kocher

Vice President: Operations And Service Excellence

Frequently Asked Questions regarding Avantax Wealth Management℠

  • Where are Avantax Wealth Management℠'s Headquarters?

    Avantax Wealth Management℠'s Headquarters are in 3200 Olympus Boulevard Suite 100,Dallas,Texas,United States

  • What is Avantax Wealth Management℠'s phone number?

    Avantax Wealth Management℠'s phone number is +1 972-870-6000

  • What is Avantax Wealth Management℠'s official website?

    Avantax Wealth Management℠'s official website is https://www.avantaxwealthmanagement.com

  • What is Avantax Wealth Management℠'s Revenue?

    Avantax Wealth Management℠'s revenue is $10 - 50M

  • What is Avantax Wealth Management℠'s NAICS code?

    Avantax Wealth Management℠'s NAICS code is 523110

  • How many employees are working in Avantax Wealth Management℠

    Avantax Wealth Management℠ has 262 employees

  • What is Avantax Wealth Management℠'s Industry?

    Avantax Wealth Management℠ is in the industry of Financial Services

  • Who is Avantax Wealth Management℠'s President Avantax Wealth Management , A Blucora Company?

    Avantax Wealth Management℠'s President Avantax Wealth Management , A Blucora Company is Todd Mackay

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