The Avantax family of companies exclusively provide investment products and services through its representatives. Please consult legal or tax professionals If you suffered losses investing with Avantax Investment Services (f/k/a HD Vest Investment Services) and would like a free consultation with a securities attorney, then please call Galvin Legal, PLLC at 1-800-405-5117. Together, HD Vest and 1st Global have a total of 4,200 affiliated advisors, who oversee more than $67 billion in client assets. Contact. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. The name change has no impact on client accounts or the services we provide. Work flows tripled. Avantax Advisory Services manages $25.7 billion and provides investment advisory services for 94,400 clients (1:38 advisor/client ratio). All clients will also soon receive a notification mailing from Blucora Wealth Management President Enrique Vasquez. Avantax Advisory Services is a registered investment business that has its headquarters in Belmar, New Jersey. After this date, clients will see communications and statements referencing Avantax Investment ServicesSM for securities and investment products and Avantax Advisory ServicesSM for investment advisory services. But independence isn’t about standing alone. FMG Suite is not affiliated with the named Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency. Avantax’s name is similar to that of a flea and tick medicine for dogs and cats called Advantix, notes Carolyn Armitage, a former HD Vest employee and a … HD Vest is the holding company for the group of companies providing financial services under the HD Vest name. Steuerberater Oldenburg mit Ausrichtung auf Unternehmer. Dallas/Fort Worth Area • Maintain the Corporate Secretary books and records. Series 6, 7, 63, 65, Investment Advisor Representative. We take protecting your data and privacy very seriously. Avantax Advisory Services, registered in 1987, serves 50 state(s) with a licensed staff of 2,488 advisors. Chief Compliance Officer HD Vest Financial Services. HD Vest Financial Services® to Rebrand to Avantax Wealth Management September 10, 2019 Our firm’s wealth management support and services provider, HD Vest Financial Services ®, is being renamed Avantax Wealth Management SM on Sept. 16, 2019. Avantax Wealth Management fka HD Vest Financial Services Aug 2012 - Present 8 years 5 months. March 19, 2014 Not all Financial Professionals are licensed to offer all products or services. 20 Hd Vest jobs available in Dallas, TX on Indeed.com. Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. If you’d like to know more about becoming an Avantax Advisor, and how I can help, contact me at 972-870-6245 or reach out to me via email at Samantha.Dunn@avantax.com. The information in this material is not intended as tax or legal advice. Avantax Wealth Management, formerly HD Vest Financial Services. FMG Suite to provide information on a topic that may be of interest. We still have some seperate processes. Financial Services Reinvented - Serving Advisors Who Serve You. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value. This information is not intended as tax or legal advice. About. As a convenience to you, a profile for you and/or your business may be created based on the registration information that you provide. Check the background of your financial professional on FINRA's BrokerCheck. The cultures and work ethics of Vest vs 1G are completely different and teams arbitrailly lumped together had 2 seperate process for running stuff for a year or more. “With the launch of Avantax, we are creating a powerful brand for HD Vest and 1st Global that aims to redefine what Tax-Smart wealth management means,” said Blucora President of Wealth Management Enrique Vasquez. With the new Avantax Wealth ManagementSM brand, Blucora plans to unify its two wealth management divisions, HD Vest and 1st Global. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. DATEV Steuerberatung zum monatlichen Fixpreis mit tagesaktueller, papierloser Buchhaltung. “Each year investors give up 1-2 percentage points of performance to taxes - we look forward to working with our advisors to help them elevate their businesses, communicate the importance of a tax-focused approach and most importantly provide better solutions and results for clients.”. representative, broker - dealer, state - or SEC - registered investment advisory firm. Financial planning and investment advisory services require separate licenses. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. 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