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Mark J.
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Avantax, Inc., a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management. Avantax Wealth Management works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its leading U.S. independent broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. We refer...
Blucora operates in the Financial services industry.
Blucora's HQ phone number is +1 972-870-6000
Blucora's revenue is 11m - 100m
Blucora has 501 - 1000 employees.
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