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Avantax Reports Third Quarter 2023 Results

DALLAS, Nov. 06, 2023 (GLOBE NEWSWIRE) Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solu.

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Avantax-Cetera trade secrets case drags on | Financial Planning

Avantax-Cetera trade secrets case drags on | Financial Planning
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United statesDallas countyTabitha baileyTodd mackayChris waltersDochtor kennedyMarc mehlmanCetera holdingsCetera financial groupDallas county courtDallas based avantaxCetera financial specialistsCetera investment advisersFarpointe wealth partnersAvantax wealth managementFinancial planning

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

One year after transferring to Cambridge Investment Research, Inc., Watson rejoins Avantax to regain the benefits of its tax-centric platform, technology and Home OfficeDALLAS, Oct. 12, 2023 .

United kingdomUnited statesAaron watsonTony katsulosDavid wilsonTodd mackayLuke watsonKendra galanteAvantax incAvantax communityLee macbay hamilton associatesCambridge investment research incHome officeAaronl watsonCambridge investment researchLee macbay hamilton

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
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United kingdomUnited statesKendra galanteTony katsulosTodd mackayLuke watsonAaron watsonDavid wilsonLee macbay hamilton associatesAvantax communityAaronl watsonAvantax incHome officeCambridge investment research incCambridge investment researchLee macbay hamilton

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
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United statesBob ervolinaKendra galanteTony katsulosTodd mackayNick beckmanTim stewartAdvisor groupLifetime wealth management groupHead of business development at avantaxAvantax incAvantax communityHome officeStrategic partnership programCertified wealth strategistSecurities america