I know the title sounds like the opening line of the old TV Series Dragnet, "The Names have been changed to protect..." but the reality is that our Broker Dealer name has been changed from HD Vest to Avantax Wealth ManagementSM . Therefore our group has changed our name and website from HDVReps,com to WealthManagementReps.com
Why did they change? In summary, First Global joined the happy family of HD Vest so it was decided that this was a great time to come with a new company name that would represent the entity, hence Avantax Wealth ManagementSM was born.
What does it mean to our clients? The company would say all kinds of great things. As you know I like to cut to the chase and say the reality is that the back office name has changed but you still work directly with your Financial Rep and will continue to get the great service that hopefully you love. If you have any questions, please contact us.
Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA,SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through Avantax Insurance Agency℠. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.