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Mar 23, 22 (Updated: Aug 01, 22)

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1. Avantax.com
Refiner 2 years ago

Avantax® Wealth Management

https://www.avantax.com/

Avantax ® Financial Professionals take a holistic approach to review your investment strategy, business assets, possible insurance needs, and retirement ...

Social Handles

Avantax.com Official Pages

Retirement Planning
Wealth Management Strategies
Our Company
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Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-04-28 06:50:12 200 142 Page Active
2024-04-24 08:21:40 200 126 Page Active
2024-04-16 04:14:37 200 144 Page Active
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1
2. 1stglobal.com
Disciplined San Francisco, CA, United States 2 years ago

1st Global Financial Advisor Web site Login

https://fa.1stglobal.com/fasitelogin/

All 1st Global systems, including the Financial Advisor Website, Envestnet, Wealthscape and others, will be offline as home office and NFS teams work ...

6
1
3. Myavantax.com
Reviewer Chicago, IL 2 years ago

myAvantax - Log On

https://login.myavantax.com/

This is the MyAvantax.com Portal for Financial Professional and Assistant Access. If you are a Client looking for online access, please use the following link: ...

3
1
4. Mystreetscape.com
Critic 2 years ago

https://www.mystreetscape.com/my/1stglobal

https://www.mystreetscape.com/my/1stglobal
8
0
5. Wealthscape.com
Legendary Sandton 2 years ago

Wealthscape Investor Portal - Wealthscape Login

https://investor.wealthscape.com/avantax/investor-index.html?login
5
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6. Streetscape.com
Explainer Canada 2 years ago

1st Global - Wealthscape - Streetscape

https://www2.streetscape.com/bd/1stglobal

enter your User ID and PIN and then press Enter. User ID: Password:.

1
0
7. 1stglobalcapital.com
Curious Melbourne 2 years ago

1st Global Capital

https://www.1stglobalcapital.com/

Our online application process is fast and simple. Have an answer in minutes with our online application for Merchant Cash Advance.

3
0
8. Lincolnfinancial.com
Legendary Asunción, Paraguay 2 years ago

Lincoln Financial: Individuals

https://www.lincolnfinancial.com/public/individuals

Check out our new look and features designed with you in mind. Skip to banner sectionSkip to main contentSkip to footer · Lincoln Financial Group · Login.

3
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9. Finra.org
Populist Gurgaon, India 2 years ago

AVANTAX INVESTMENT SERVICES, INC. - BrokerCheck

https://brokercheck.finra.org/firm/summary/13686

(1ST GLOBAL,HD VEST INVESTMENT SERVICES,HD VEST,H.D. VEST INVESTMENT SERVICES,H.D. VEST INVESTMENT SECURITIES, INC....) CRD#: 13686/SEC#: 8-29533.

2
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10. Wealthengine.com
Guru Irvine, CA, USA 2 years ago

WealthEngine - Wealth Screening, Search, Segmentation ...

https://www.wealthengine.com/

1st Global leveraged WealthEngine to use more than zip codes and real estate to uncover latent prospects with higher likelihoods of becoming wealth ...

0
0
11. Gasstrutrepair.com.au
Explainer Patong, Distretto di Kathu, Provincia di Phuket, Thailandia 2 years ago

1St Global Advisor Login - Login page

https://gasstrutrepair.com.au/1st-global-advisor-login/

Are you looking for 1St Global Advisor Login? Now get all the access to your account in one-click using the official links provided below:.

3
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12. Fidelity.com
Announcer London, United Kingdom 1 year ago

Fidelity Investments - Retirement Plans, Investing, Brokerage ...

https://www.fidelity.com/

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of ...

1
1
13. Ekc-cpa.com
Legendary Philadelphia, PA 1 year ago

Client Center - EKC Advisors, LLP

https://www.ekc-cpa.com/online-account

TAX & ACCOUNTING CLIENT LOGIN. Please do not upload any financial services documents to this ... AVANTAX. Avantax Wealth Management, formerly 1st Global.

5
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14. Hp.com
Reviewer Saint Petersburg, Russia 1 year ago

HP Partner Portal: Login

https://partner.hp.com/

Welcome to HP Partner Portal! Your single, global gateway to the partner tools and information needed to grow your business with HP.

5
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15. Csusb.edu
Critic Queensland 1 year ago

My Account | CSUSB

https://www.csusb.edu/my-account

Password Recovery/Reset · For accounts activated after Oct 1st, 2020. · Reset your password by answering your security questions.

3
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16. Spglobal.com
Curious American Fork, UT, United States 1 year ago

S&P Global: Sign In

https://www.capitaliq.spglobal.com/

Use your existing S&P Global login credentials to access Marketplace. Otherwise, please enter your email address below to begin the registration process.

5
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17. Accountingtoday.com
Explainer 1 year ago

Blucora unites HD Vest with 1st Global, calling them Avantax ...

https://www.accountingtoday.com/news/blucora-unites-hd-vest-with-1st-g...

Blucora is bringing together its HD Vest and 1st Global wealth management divisions less than six months after acquiring 1st Global, ...

7
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18. Deanfinancialgrp.com
Informed İstanbul, Türkiye 1 year ago

Client Login - Dean Financial Group

http://www.deanfinancialgrp.com/client-login

Client Login · Wealth Management Client Portals · Tax & Accounting Client Portal · Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth ...

1
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19. 1ffc.com
Curious India 1 year ago

Login - 1ˢᵗ Franklin Financial

https://www.1ffc.com/login/

Loan proceeds obtained from 1st Franklin Financial cannot be used for post-secondary educational or vocational expenses; to purchase securities; for business ...

1
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20. 53.com
Refiner Murfreesboro, TN 1 year ago

Fifth Third Bank: Personal Banking

https://www.53.com/content/fifth-third/en.html

Go To Login ... Online Banking Login; Personal Banking ... Equipment Finance and Leasing · Global Trade and Supply Chain Finance · Institutional Services ...

3
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21. Firstrepublic.com
Editor Singapore 1 year ago

First Republic Bank: It's a privilege to serve you®

https://www.firstrepublic.com/

First Republic and its subsidiaries offer private banking, business banking and private wealth management, including investment, trust and brokerage ...

5
1

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Frequently Asked Questions

Is Avantax a good company?

Currently, Avantax Wealth Management has over 300 employees and is affiliated with 3,750 financial advisors who advised on $76 billion worth of assets for individuals, families, and businesses across the U.S.1 In 2014, Avantax Wealth Management ranked in the Top 20 for broker/dealer firms based on revenue.

Is Avantax an RIA?

With Avantax, it's all about choice. Join as an independent Financial Professional or refer your business to a tenured professional as an independent RIA.

Is HD Vest now Avantax?

HD Vest was rebranded as Avantax Wealth Management in 2019.

How many advisors are at Avantax?

Avantax Advisory Services, registered in 1987, serves 52 state(s) with a licensed staff of 2,564 advisors. Avantax Advisory Services manages $30.2 billion and provides investment advisory services for 99,251 clients (1:39 advisor/client ratio).
Is Post Helpful?

Recent Tweets By avantax_wealth

Lamp
@Avantax_Wealth It’s a milestone day as our parent company, Blucora, has changed its name to Avantax, Inc., and its NASDAQ ticker symbol has changed from “BCOR” to “AVTA”. Please follow this link to read our press release https://t.co/XO3fs3Fe04. https://t.co/EmtxEUkLHU
2023-01-26 02:15:08
Lamp
@Avantax_Wealth Given upcoming policy and tax changes, Andy Watts, Vice President of Investment Solutions for @Avantax_Wealth, addresses tax moves high-net-worth clients can make. Click below to see the @SmartAsset article. https://t.co/UFDV7SpbUr #FinancialServices #Tax #FinancialPlanning
2023-01-19 04:46:03
Lamp
@Avantax_Wealth The Avantax Community wishes everyone a safe, happy and prosperous New Year! #AvantaxCommunity #HappyNewYear #FinancialPlanning #FinancialServices https://t.co/w4sEJgYVpE
2022-12-31 08:13:06
Lamp
@Avantax_Wealth The Avantax Community of Financial Professionals, Wealth Management Assistants, and Home Office staff wish you a safe, healthy, and happy holiday season! #AvantaxCommunity #HappyHolidays https://t.co/qLXSjlaXbo
2022-12-23 07:32:06
Lamp
@Avantax_Wealth ‘Tis the season for year-end tax considerations, and Andy Watts, our VP, Investment Solutions, penned a piece for Financial Planning magazine’s “Voices” section. https://t.co/Hzr8I021Li https://t.co/4R1Sr5aZ5G
2022-12-08 00:00:00
Lamp
@Avantax_Wealth Our National Conference further strengthened the already powerful and unparalleled Avantax Community. Leaving Atlanta, we go our separate ways, but we’re headed the same direction – collaborating with and supporting each other as one Avantax to profoundly impact clients’ lives. https://t.co/zycn6OauEH
2022-11-16 00:00:00
Lamp
@Avantax_Wealth The Avantax National Conference 2022 is underway, launched by Avantax leaders Todd Mackay, Andy Watts, Mike Kobs and Nate Biddick, joined by Avantax Elite Advisors Jennifer Strojny and Tom Geisler. The opening session ended with former NASA astronaut Mike Massimino. https://t.co/TNDqbwiYCy
2022-11-15 00:00:00
Lamp
@Avantax_Wealth Southern Hospitality was alive and well during our first-time attendee reception and the Avantax National Conference 2022 welcome dinner last night at the stunning Hyatt Regency Atlanta. Today, Avantax President Todd Mackay jumpstarts the “Power of Community” themed conference. https://t.co/vCeCLGhu5F
2022-11-14 00:00:00
Lamp
@Avantax_Wealth Learning, laughing and leaning into the Avantax Community during our Connect for Growth conference in Ft. Worth, Texas. Next up, the Avantax National Conference in November! #AvantaxCommunity #WealthManagement #FinancialPlanning #FinancialServices https://t.co/dEwvfUP4me
2022-09-06 00:00:00
Lamp
@Avantax_Wealth @finplan released its 2022 IBD Elite list with Avantax ranking 13th in “Total Revenues” for the second year in a row & 4th in “Women as a Percentage of Producing Representatives.” Read more about this annual survey below. #wealthmanagement https://t.co/zaodlLIXt6
2022-09-01 00:00:00
Lamp
@Avantax_Wealth We’re pleased to launch the Avantax Women’s Advisor Forum lead by Laurie Stack, VP Business Development, to further empower female Financial Professionals. Please see our press release at https://t.co/EszpRG1Bpn. #AvantaxCommunity #financialservices #financialplanning https://t.co/W88RJs6261
2022-08-31 00:00:00
Lamp
@Avantax_Wealth This week’s Avantax Connect for Growth conference in Texas offers breakout sessions for Wealth Management Assistants, ranging from daily best practices to helping improve the client experience. #financialplanning #wealthmanagement #AvantaxCommunity #financialservices https://t.co/UAkuaPI6go
2022-08-30 00:00:00
Lamp
@Avantax_Wealth Connect for Growth conference is underway at the Omni Fort Worth. More than 300 growth-minded Financial Professionals & Wealth Management Assistants are networking, collaborating & sharing best practices. #financialplanning #wealthmanagement #AvantaxCommunity #financialservices https://t.co/dxfxhmpQOf
2022-08-29 00:00:00
Lamp
@Avantax_Wealth Watch this recent episode of the #ResilientAdvisor Show as Avantax President Todd Mackay talks with @sjaycoulter about why Avantax’s Financial Professionals are so unique in their comprehensive approach to wealth management: https://t.co/PPxAdHT4DA #wealthmanagement #taxsmart https://t.co/bxGzXBRVyZ
2022-08-24 00:00:00
Lamp
@Avantax_Wealth Avantax reports newly recruited total client assets exceeding $1 billion during first half of 2022, surpassing the firm’s full-year 2021 results. Read more here: https://t.co/Xfr1jGVT4E https://t.co/QZhDPy0Hdc
2022-08-11 00:00:00
Lamp
@Avantax_Wealth Thanks to @BrowningLynnley/@finplan for speaking with Todd Mackay, Avantax President of Wealth Management, about how our Financial Professionals are working with clients at this intersection of high #inflation, rising interest rates & #recession concerns. https://t.co/z0PN71JmjO
2022-08-03 00:00:00
Lamp
@Avantax_Wealth The Avantax team is at @Tax_Experts' #TaxSummit22 through tomorrow – and as you can see, we're making the most of our time! Come see us at Booth 6. #FinancialPlanning #WealthManagement https://t.co/QJi7c87Wfw
2022-07-26 00:00:00
Lamp
@Avantax_Wealth Avantax Regional Directors Justin Scott & Alex Rivas are at @Tax_Experts #TaxSummit22 through this Wednesday with our friends at the Tax Smart Investing team Duncan Gates and Gene Bell. Stop by and talk to us at Booth 6, right next to our Blucora stablemate @TaxActPro! https://t.co/LmxYuXdsSN
2022-07-25 00:00:00
Lamp
@Avantax_Wealth The Avantax team is gearing up for the @Tax_Experts #TaxSummit22 next week - two days full of tax, representation & practice education. If you're attending, stop by Booth 6 - we'd love to talk more with you about adding financial planning services to help grow your practice! https://t.co/VcxAVnpNia
2022-07-21 00:00:00
Lamp
@Avantax_Wealth We are delighted to welcome Sandeep Varma, his wife Nisha, and the rest of the Advanced Trustee Strategies team to the #AvantaxCommunity! Sandeep shared his thoughts about Avantax and his growth plans in this @FAmagazine article written by Joyce Blay: https://t.co/WbVdv3Zdus https://t.co/DXEvHSHPVh
2022-07-19 00:00:00
Lamp
@Avantax_Wealth Avantax Elite Financial Professional Charlene Wehring was featured in @mitra_mallika's @Money article about the value of regularly revisiting your investment portfolio. Making a few #taxsmart moves– including tax-loss harvesting – can help you save money. https://t.co/cp3ExldOe6
2022-07-14 00:00:00
Lamp
@Avantax_Wealth Congratulations to the Avantax affiliates who appeared in @AccountingToday's “2022 Wealth Magnets” ranking of the leading CPA financial planners by assets under management Read more here: https://t.co/w3botV3qx6 #financialservices #wealthmanagement #AvantaxCommunity
2022-07-07 00:00:00
Lamp
@Avantax_Wealth The IRS has released the 2022 edition of its "Dirty Dozen" list! From simple emails and calls to highly questionable but enticing online advertisements, learn what taxpayers and tax professionals should be on the lookout for this year:https://t.co/97AmBITVtF #taxfraud #fraudalert https://t.co/fWVSM5UQJS
2022-06-10 00:00:00
Lamp
@Avantax_Wealth Want to try your hand at Skee-Ball? You know where to find the fun on the last day of @AICPA ENGAGE – booth 317. #AICPAENGAGE #ENGAGE22 https://t.co/kr2bR5U36y
2022-06-09 00:00:00
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Overview
Contributors
21
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120
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824
Updated
1 year ago
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Disciplined
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