Benjamin Crofford

Sr. Relationship Manager at Avantax Planning Partners - Coppell, TX, US

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S Syed

Software Engineer III

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Najla Missaoui

Marketing Manager- Advisors Acquisition

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Liz Grari

Trade Surveillance Manager

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HQ
N/A
Location
The Colony,Texas,United States
Company
Avantax Planning Partners
Benjamin Crofford's Company Details
Avantax Planning Partners logo, Avantax Planning Partners contact details

Avantax Planning Partners

Coppell, TX, US • 100 - 249 Employees
Financial Services

Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients' financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which had a collective $88 billion in total client assets as of June 30, 2021. Avantax is ranked 13th among independent broker-dealer firms, based on Avantax total revenue as of Dec. 31, 2020 (Source: Financial Planning magazine's IBD Elite 2021, which ranked the top 46 independent broker-dealers based on annual revenue. Avantax reported total revenue of $546.2 million as of Dec. 31, 2020). Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: https://www.avantax.com/wealth-management/contact Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. 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 (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit www.Avantax.com/social_policy/ for more information.

Financial Services
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Frequently Asked Questions about Benjamin Crofford
Benjamin Crofford currently works for Avantax Wealth Management®.
Benjamin Crofford's role at Avantax Wealth Management® is Sr. Relationship Manager.
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Benjamin Crofford works in the Financial Services industry.
Benjamin Crofford's colleagues at Avantax Planning Partners are Sajith Kurian, Kemi Akindele, S Syed, Najla Missaoui, Jag Makwana, Liz Grari, Scott Cavazos and others.
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