Avantax
Avantax is a distinct community within Cetera Wealth Services, LLC, Member FINRA/SIPC. 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, Visit Avantax.com/social_policy for more information.
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Verified contacts
200
available on Kipplo
LinkedIn employees
477
501 to 1000 range
Open roles
—
no listings
Distinct roles
212
indexed titles
Tech stack
9
tools in use
Monthly traffic
2.9K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AS
Ali Sultan
Director, Client Services and Operations · Customer/Client Service
EmailPhone - CN
Chris Nowell
Director of Business Development · Sales & Business Development
EmailPhone - CM
Craig Marr
Regulatory Principal Sales Supervision · Sales & Business Development
EmailPhone - GB
Gene Bell
Director, Tax Smart Initiatives · Other
EmailPhone - JN
Joshua N. Yeakel
Director, Enterprise Relationships & Business Consulting · General Business & Management
EmailPhone - KC
Karen Collins
Director of Transition Services · General Business & Management
EmailPhone - MR
Melissa Rasbury Robertson
Director, Enterprise Relationships & Business Consulting · General Business & Management
EmailPhone - SS
Stephanie Stewart
Director, Enterprise Risk Management · General Business & Management
EmailPhone - SO
Steve Olsen
Regional Director at Avantax Wealth Management · General Business & Management
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Avantax
212 distinct titles indexed · top 10 shown.
- 28avantax wealth managementsm
- 26financial advisor
- 7compliance consultant
- 6registered representative
- 5compliance consultant ii
- 5investment advisor representative
- 5regional director
- 4financial planning consultant
- 4registered investment advisor
- 4senior financial advisor
- +202more titles
Sign up to unlock all 200 contacts at Avantax
Free for 7 days · 50 credits · no card · only pay for verified records.
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