Tag: Avantax
Cetera to Acquire Avantax for $1.2 billion
Avantax Inc. (NASDAQ: AVTA), a tax-focused financial planning firm, and the parent company of Cetera Financial Group, one of the nation’s largest networks of...
Avantax Recruits $200 Million Veteran Advisor from LPL
Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...
Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA
Avantax, a tax-focused financial planning firm, has agreed to acquire Headquarters Advisory Group LLC, a New Jersey-based registered investment advisor with approximately $1.1 billion...
