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Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing

Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
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United statesVictor lukeTony katsulosBob ervolinaTim stewartJanna lukeDee littrellKendra galanteAdvisor groupFinancial groupHead of business development at avantaxAvantax communityAvantax incFinancial professionalsBusiness developmentIndependent financial group

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.

United statesTony katsulosDee littrellKendra galanteCetera financial groupAvantax incCetera holdings parentSub corpExchange commissionAretec group incFinancial industry regulatory authority incSecurities exchangeQuarter highlightsFinancial performanceAretec groupCetera holdings

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Avantax Stockholders to Receive $26.00 Per Share in Cash Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem .

United statesSan diegoChris waltersMike durbinGeorganne proctorJessica carisDan gagnierDee littrellAdam antoniadesTony katsulosRyan hoffmanCetera investment servicesSecurities exchangeInvestment bankAvantax incCetera advisors

Avantax : To Operate as a Standalone Entity Within Cetera Holdings, Further Expanding Cetera s Tax and Wealth Management Offerings - Form 8-K -Today at 08:41 am

Avantax To Operate as a Standalone Entity Within Cetera Holdings, Further Expanding Cetera s Tax and Wealth Management Offerings DALLAS and LOS ANGELES, September 11, 2023 .

United statesSan diegoMike durbinChris waltersGeorganne proctorAdam antoniadesDee littrellDan gagnierJessica carisRyan hoffmanTony katsulosSecurities exchangeAvantax incInvestment bankCetera advisorsCetera holdings

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model
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United statesTodd mackayMichael molnarDee littrellTony katsulosKendra galanteBruce primeauAvantax incCorporate developmentAcquires summit wealth advocates addingTotal client assetsSummit wealth advocatesSuccession planningFinancial planning consultantsFinancial professionalsAvantax wealth