Avantax welcomes Bob Ervolina, J.D., Certified Wealth Strategist, and his Lifetime Wealth Management Group, near Buffalo, NY. Ervolina transferred to Avantax from Securities America, a broker-dealer of Osaic because he wanted to be part of a close-knit community of financial advisors and tax professionals. Joining Ervolina in his move to Avantax is financial advisor Nick Beckman.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
See Insiders’ Hot Stocks on TipRanks >>
Read More on AVTA:
- Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
- Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
- Avantax downgraded to Market Perform from Outperform at Barrington
- Avantax downgraded to Neutral from Overweight at Cantor Fitzgerald
- Avantax downgraded to Market Perform from Outperform at William Blair