HD VEST Advisory Services Inc
Nombre legal: AVANTAX ADVISORY SERVICES, INC.
Detalles de contacto completos
HD VEST Advisory Services Inc
6333 NORTH STATE HIGHWAY 161, 4TH FLOOR, IRVING, TX
972-870-6000
972-870-6344
Otra información
AVANTAX ADVISORY SERVICES, INC., anteriormente conocida como HD VEST Advisory Services Inc, es una corporación con sede en Texas que ofrece servicios de asesoría con una fuerza laboral de 2958 empleados, todos ellos en roles de asesoría. La firma tiene una base de clientes de 235 y está aprobada por la Comisión de Valores y Bolsa de Estados Unidos desde su registro el 20 de septiembre de 1987.
Tax-Smart Investment Planning — Avantax® Wealth Management
Avantax® Financial Professionals take a holistic approach to review your investment strategy, business assets, possible insurance needs, and retirement goals.
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Tax-Smart Investment Planning — Avantax® Wealth Management
Avantax® Financial Professionals take a holistic approach to review your investment strategy, business assets, possible insurance needs, and retirement goals.
Propietarios directos
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CASEY JAMES GRIFFIN
CHIEF COMPLIANCE OFFICER posee menos de 5%
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CHRIS G ROD
TREASURER posee menos de 5%
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CRYSTAL MARIE CLIFFORD
CHIEF OPERATIONS OFFICER posee menos de 5%
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H.D. VEST, INC.
SHAREHOLDER posee 75% o más
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TODD CHRISTOPHER MACKAY
PRESIDENT posee menos de 5%
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ENRIQUE MARTIN VASQUEZ
PRESIDENT/SECRETARY posee menos de 5%
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ROBERT COLBY JACKSON
VP OF ADVISORY PLATFORMS posee menos de 5%
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STEPHEN GARRETT SMITH
REGULATORY COMPLIANCE posee menos de 5%
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STEVEN MICHAEL WATKINS
ASSISTANT SECRETARY posee menos de 5%
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WENDY WYNETTE WALTON
ASSISTANT SECRETARY posee menos de 5%
Propietarios indirectos
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BLUCORA, INC.
SHAREHOLDER posee 75% o más
-
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SHAREHOLDER posee 75% o más
-
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SHAREHOLDER posee 75% o más
-
TAXACT HOLDINGS, INC
SHAREHOLDER posee 75% o más