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H.D. Vest Financial Services
https://www.avantax.com/wealth-management/for-clients/Last activity: 05.04.2024
H.D. Vest, now Avantax, is an independent broker/dealer providing tax professionals with the products, training, and support to deliver independent financial solutions to retail investors. The Company is one of the largest independent broker/dealers in the United States.
Location: United States
Investors 1
| Date | Name | Website |
| - | Lovell Min... | lmpartners... |
Mentions in press and media 22
| Date | Title | Description | Source |
| 05.04.2024 | With worries about outliving retirement savings on the rise,... | Personal Finance With worries about outliving retirement savings on the rise, Merrill turns its atte... | businessin... |
| 05.10.2023 | 401(k) Loan Pros and Cons: Is a 401k Loan a Good Idea? | More people are taking out 401(k) loans as household and credit debt rise. Rockaa/Getty Images JUMP ... | businessin... |
| 23.05.2023 | Avantax Promotes Jennifer Hutchins to Co-Chief Investment Of... | Hutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for... | einpresswi... |
| 21.02.2023 | Avantax Sets Record with Approximately $1.7 Billion in Full-... | Financial Professionals are joining Avantax to differentiate and grow their practices by adopting Av... | einpresswi... |
| 08.02.2023 | Avantax Appoints Melissa Loner as Chief Compliance Officer | DALLAS, Feb. 08, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, toda... | einpresswi... |
| 06.02.2023 | Avantax to Announce Fourth Quarter 2022 Financial Results We... | /EIN News/ -- DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading prov... | einpresswi... |
| 30.11.2022 | Avantax Wealth Management Hosts 1,100 Affiliates, Educationa... | “Power of Community” themed event showcases success of the Avantax Community, and the company’s focu... | einpresswi... |
| 14.11.2022 | 20 Acquisitions in 20 Months Fuel Significant Growth of Avan... | /EIN News/ -- DALLAS, Nov. 14, 2022 (GLOBE NEWSWIRE) -- A series of acquisitions has helped the Avan... | einpresswi... |
| 27.09.2022 | Public Accounting Firm Topel Forman Affiliates with Avantax ... | DALLAS, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Accounting firm Topel Forman L.L.C. has affiliated with A... | globenewsw... |
| 10.08.2022 | Avantax Reports Newly Recruited Total Client Assets Exceedin... | DALLAS, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, cont... | globenewsw... |
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