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Joel van Bennett
Treasurer presso Avantax Investment Services, Inc.
Provenienza dei contatti di primo grado di Joel van Bennett
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Avantax Investment Services, Inc.
3
| Subsidiary | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joel van Bennett tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
H.D. Vest, Inc.
![]() H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Compliance Officer Corporate Officer/Principal | |
Avantax Wealth Management, Inc.
![]() Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983. | Investment Managers | Director/Board Member President | |
University of North Texas | College/University | Undergraduate Degree | |
P2Binvestor, Inc.
![]() P2Binvestor, Inc. Miscellaneous Commercial ServicesCommercial Services P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Founder | |
Emerge Digital, Inc.
![]() Emerge Digital, Inc. Packaged SoftwareTechnology Services Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA. | Packaged Software | Director of Finance/CFO | |
TaxAct, Inc.
![]() TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Packaged Software | Corporate Officer/Principal | |
AVANTAX, INC. | Packaged Software | Chief Operating Officer | |
AlphaBird, Inc.
![]() AlphaBird, Inc. Information Technology ServicesTechnology Services AlphaBird, Inc. operates as an audience development and content monetization company which provides online videos. The company was founded by Chase Norlin and Alex Rowland in May 2009 and is headquartered in Los Angeles, CA. | Information Technology Services | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Avantax Advisory Services, Inc.
![]() Avantax Advisory Services, Inc. Investment ManagersFinance Avantax Advisory Services, Inc. (AAS) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1987 as H.D. Vest Advisory Services, Inc. They are a wholly-owned subsidiary of Avantax Wealth Management, Inc., which is owned by Avantax, Inc. (NASDAQ: AVTA). AAS offers an online discretionary investment management program designed for individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses. | Investment Managers | President | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
Farpointe Wealth Partners LLC
![]() Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation. | Investment Managers | Chief Operating Officer | |
Emerge Digital Marketing | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 18 |
Settori
Finance | 8 |
Consumer Services | 5 |
Technology Services | 5 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 10 |
Undergraduate Degree | 3 |
Director/Board Member | 3 |
President | 3 |
Compliance Officer | 2 |
Contatti più connessi
Insiders | |
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Todd Mackay | 13 |
Casey Griffin | 5 |
Michael Anthony Pagano | 4 |
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