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Paul Sharkey Email
Senior Advisor - Product Solutions at Avantax Wealth Management . Avantax Wealth Management
Irving, TX
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Employees:
655Revenue:
$171.9MAbout
Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of June 5, 2019, approximately 3,500 independent contractors manage over $45 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 15 independent broker-dealer firms, (Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue), we know what it takes to make your practice really flourish. Want to become an Advisor for Avantax Wealth Management? Find out more here: https://www.avantaxwealthmanagement.com Avantax Wealth Management or its subsidiaries do not provide or supervise tax or accounting services. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through Avantax Insurance Agency. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000 Please visit https://www.avantaxwealthmanagement.com/social_policy for more information.Avantax Wealth Management Address
3200 Olympus BlvdIrving, TX
United States