AvantaxSM is a pioneer in tax-smart investing, financial planning, and wealth management. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients—families, individuals, and small businesses—all through a uniquely tax-focused lens.
Also to know is, is HD Vest now Avantax?
Our firm’s wealth management support and services provider, HD Vest Financial Services®, is being renamed Avantax Wealth ManagementSM on Sept. 16, 2019. The name change has no impact on client accounts or the services we provide.
Likewise, people ask, who is Avantax investment services?
As Alloy Silverstein’s broker dealer, Avantax Investment ServicesSM combines tax and financial knowledge to provide the optimal economic benefit to our clients. … Avantax uses research from Morningstar Workstation, 1040 Analyst, and more to provide efficient and accurate financial planning.
Is Fidelity the same as national financial services?
National Financial Services LLC (the “Company”), a single member limited liability company, is wholly- owned by Fidelity Global Brokerage Group, Inc. … The Company provides clearing and other services for an affiliated broker-dealer, Fidelity Brokerage Services LLC (“FBS”).
What is Natl Fin Svc LLC EFT?
National Financial Services LLC provides brokerage services. The Company offers clearing and custody, tax reporting, credit management, financial planning, and advisory services. National Financial Services serves customers in the United States.
Who bought HD Vest?
Blucora
What is an NFS account?
Important Tax and Regulatory Information
Your broker/dealer has a relationship with National Financial Services LLC (NFS). NFS may provide trade execution, clearing, and other related services for your brokerage account. In this role, NFS distributes required and supplemental information to you regarding your account.
Does fidelity own national financial services?
National Financial Services LLC (the “Company”), a single member limited liability company, is wholly- owned by Fidelity Global Brokerage Group, Inc. … The Company is a registered broker-dealer with the Securities and Exchange Commission (“SEC”) and is a member of the Financial Industry Regulatory Authority (“FINRA”).