representative, broker - dealer, state - or SEC - registered investment advisory firm. 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. This move will help HD Vest continue to grow and expand, and HD Vest will still retain its independence and current business operations structure. The quality of … Throughout their career, they have worked at H.D. The content is developed from sources believed to be providing accurate information. 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. We take protecting your data and privacy very seriously. Florida Homestead Portability - Palm Beach County. Please note that not all of the investments and services mentioned are available in every state. The Avantax Tax-Smart approach will help address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Financial Services Reinvented - Serving Advisors Who Serve You. Since its inception in 1983, HD Vest Financial Services ® supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions, including securities, insurance, money management services and banking solutions. This move is designed to bring broader awareness to the company’s Tax-Smart wealth management approach, providing tax-focused services with proprietary tools and software. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Financial planning and investment advisory services require separate licenses. 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. The content is developed from sources believed to be providing accurate information. March 19, 2014 Avantax SM is a pioneer in tax-smart investing, financial planning, and wealth management. Series 6, 7, 63, 65, Investment Advisor Representative. Back in March, Blucora announced the acquisition of 1st Global for $180 million in stock (see HD Vest parent Blucora to acquire 1st Global for $180M). Jason Hallett - HD Vest, Windsor, Colorado. Securities offered through HD Vest Investment Services℠, Member SIPC, Advisory services offered through HD Vest Advisory Services℠. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000. Office: (305) 625-0625. 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 … Dallas/Fort Worth Area. material provided are for general information, and should not be considered a solicitation for the purchase or Check the background of your financial professional on FINRA's BrokerCheck. Insurance services offered through Avantax Insurance Agency℠. 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. The opinions expressed and Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. Blucora is bringing together its HD Vest and 1st Global wealth management divisions less than six months after acquiring 1st Global, rebranding them as Avantax Wealth Management, with a focus on tax-planning advice. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. This information is not intended as tax or legal advice. That’s why a growing number of Advisors rely on the strength and leadership HD Vest provides to help them serve a broader range of client needs. This information is not intended as tax or legal advice. Some of this material was developed and produced by Oct 2008 – Sep 2019 11 years. About. We are one of the only broker-dealers with a focus on helping accounting professionals establish and grow a financial services practice. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. FMG Suite is not affiliated with the named A driving principle of Avantax Wealth Management is that the key to long-term financial success lies at the intersection of taxes and wealth management – and will seek to provide affiliate firms with the support and capabilities needed to deliver tax-smart financial services. Avantax’s combined investment manager research team has five analysts: Martin Landry, Jennifer Hutchins, Matthew Gagnon, Malav Gandhi and Abhijit Kulkarni. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Avantax Advisory Services is a registered investment business that has its headquarters in Belmar, New Jersey. “With this unification and rollout of new tools, Blucora, the first and largest tax-focused financial provider, further strengthens its position and ability to provide clients with integrated tax-focused wealth management.”. HD Vest Financial Services® will be rebranded to Avantax Wealth Management on Sept. 16, 2019. As a convenience to you, a profile for you and/or your business may be created based on the registration information that you provide. FMG Suite to provide information on a topic that may be of interest. Quick Links . The merger from 1st Global and HD vest is an absolute nightmare in everyway. Miami, FL 33055. Contact. The Avantax family of companies exclusively provide investment products and services through its representatives. This information is all publicly available and is being provided to you by Galvin Legal, PLLC. Fax: (305) 625-9366. I am confident in the leadership team at HD Vest, and I believe this change in ownership represents a continuing opportunity for me to partner with a firm focused on long-term growth and the continuing support of my business. Not all Financial Professionals are licensed to offer all products or services. Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with Vault Wealth Management. It’s about partnering to harness the resources and support that enable Advisors to take the steps that are right for their clients and their business. Financial planning and investment advisory services require separate licenses. Dallas/Fort Worth Area • Maintain the Corporate Secretary books and records. HD Vest Client Login. Please consult legal or tax professionals HD Vest Advisors are independent, which allows them to objectively choose the best solutions for individuals based on a wide array of options. But independence isn’t about standing alone. 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. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Work flows tripled. 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.

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