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Cetera Hires Fidelity Exec as Head of Advanced Wealth

Cetera Hires Fidelity Exec as Head of Advanced Wealth
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United statesDes moinesLogan galliAmy rehnJon myczkaJon andersonMike durbinAdam antoniadesScott bakerBrian lampronDaniel burkottMichael molnarJerry pattersonServices at commonwealth financial networkPrincipal financial groupCetera financial group

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model
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United statesTony katsulosTodd mackayTim augustineAlexandra lynnGary augustineStephen gierlAvantax incAvantax investment services incHome officeAvantax home officeCetera holdingsAvantax advisory services incManagement addingMillion practiceAvantax planning partners

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model
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United statesTodd mackayStephen gierlTony katsulosGary augustineTim augustineAlexandra lynnAvantax home officeCetera holdingsHome officeAvantax incAvantax advisory services incAvantax investment services incAvantax planning partnersFinancial planning consultantsAvantax president todd mackay

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
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United statesMike ziemboTom harperKevin eggebraatenTodd mackayLouie rosalezTara strensrudMatt folzWelgaard cpasLeonard stanellJeff knappWendy simsCasey petrsonBrian sohnKathy ettensohnTony katsulos

Cetera s Durbin says IPO clock has yet to tick

Cetera s Durbin says IPO clock has yet to tick
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Mike durbinFidelity investmentsCetera financial groupCetera holdingsGenstar capitalFidelity institutional