Avantax Wealth Management® Logo

Avantax Wealth Management®

Locations: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Vincent A. Wilson profile image
    Vincent A. Wilson img

    Financial Services Representative at Avantax Wealth Management, Inc.

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  • Casey Radke profile image
    Casey Radke img

    Onboarding Experience Manager at Avantax Wealth Management

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  • La Queta Shelburne profile image
    La Queta Shelburne img

    Financial Advisor for Advantax Investments Services

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  • Matthew I. Botkin, JD, LL.M., CPA, CFP® profile image
    Matthew I. Botkin, JD, LL.M., CPA, CFP® img

    Independent Financial Advisor♦︎Retirement♦︎IRA Rollover Expert♦︎Family Investment Planner♦︎Tax Help♦︎Estate Planning

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  • Howard A Cohn profile image
    Howard A Cohn img

    at Howard A Cohn CPA Avantax Wealth Management

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  • Tim Carter profile image
    Tim Carter img

    Business Intelligence Analyst at Avantax

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  • Briana Oltmann, EA profile image
    Briana Oltmann, EA img

    Financial Adviser helping clients work toward long-term, holistic financial goals

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Showing 57 to 63 of 76 results