Please note that not all of the investments and services mentioned are available in every state. These are each part of the Avantax Wealth Management family. Dallas/Fort Worth Area. Chief Compliance Officer HD Vest Financial Services. FMG Suite is not affiliated with the named Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Miami, FL 33055. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. The name change has no impact on client accounts or the services we provide. Dallas/Fort Worth Area • Maintain the Corporate Secretary books and records. 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. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Check the background of your financial professional on FINRA's BrokerCheck. After this date, clients will see communications and statements referencing Avantax Investment Services SM for securities and investment products and Avantax Advisory Services SM for investment advisory services. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. The quality of … “Each year investors give up 1-2 percentage points of performance to taxes - we look forward to working with our advisors to help them elevate their businesses, communicate the importance of a tax-focused approach and most importantly provide better solutions and results for clients.”. Avantax Advisory Services, registered in 1987, serves 50 state(s) with a licensed staff of 2,488 advisors. HD Vest and 1st Global have a total of 4,200 affiliated advisors, who oversee more than $67 billion in client assets. Series 6, 7, 63, 65, Investment Advisor Representative. We still have some seperate processes. Jack Oujo, CPA/PFS, CFP®, CSA, MS Taxation - HD Vest Advisor since 1993. This information is not intended as tax or legal advice. DATEV Steuerberatung zum monatlichen Fixpreis mit tagesaktueller, papierloser Buchhaltung. 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. Insurance services offered through Avantax Insurance Agency℠. Avantax SM is a pioneer in tax-smart investing, financial planning, and wealth management. HD Vest Client Login. 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. Work flows tripled. “With the launch of Avantax, we are creating a powerful brand for HD Vest and 1st Global that aims to redefine what Tax-Smart wealth management means,” said Blucora President of Wealth Management Enrique Vasquez. Please consult legal or tax professionals for specific information regarding your individual situation. for specific information regarding your individual situation. Apply to Compliance Consultant, Senior User Experience Designer, Senior Software Engineer and more! 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. The information in this material is not intended as tax or legal advice. 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