Avantax welcomed more than 100 independent Financial Professionals during the first two quarters of 2023. Established wealth managers, newly licensed tax professionals and licensed tax professionals are choosing Avantax because they want superior service and innovative growth support from their broker dealer as well as the peer-to-peer collaboration that comes with joining the Avantax Community. During the second quarter Avantax reported newly recruited assets of approximately $141 million. Also, during the second quarter, 50 independent Financial Professionals affiliated with Avantax, including Frank Calise, who transferred to Avantax from Securities America, a broker-dealer of Advisor Group.
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