Jose Zepeda

Wealth Management Platform Consultant at Avantax Wealth Management℠ - Irving, TX, US

Jose Zepeda's Colleagues at Avantax Wealth Management℠
Matthew Zokai

Director, Retirement Solutions

Contact Matthew Zokai

Susan Smith

Wealth Management Growth Consultant

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Jay Browne

Technical Architect

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Justin Scott

Regional Director - Business Development

Contact Justin Scott

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Jose Zepeda's Contact Details
HQ
N/A
Location
Keller, Texas, United States
Company
Avantax Wealth Management℠
Jose Zepeda's Company Details
Avantax Wealth Management℠ logo, Avantax Wealth Management℠ contact details

Avantax Wealth Management℠

Irving, TX, US • 250 - 499 Employees
Financial Services

HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states.Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish.Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vestHD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services.Securities offered through HD Vest Investment Services(SM), Member SIPCAdvisory Services offered through HD Vest Advisory Services(SM)6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000Please visit https://hdvest.com/social_policy for more information.

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Frequently Asked Questions about Jose Zepeda
Jose Zepeda currently works for Avantax Wealth Management℠.
Jose Zepeda's role at Avantax Wealth Management℠ is Wealth Management Platform Consultant.
Jose Zepeda's email address is ***@avantaxwealthmanagement.com. To view Jose Zepeda's full email address, please signup to ConnectPlex.
Jose Zepeda works in the Financial Services industry.
Jose Zepeda's colleagues at Avantax Wealth Management℠ are Matthew Zokai, Susan Smith, Amber Khan, Julie Zmolik, Shane Ellingson, Jay Browne, Justin Scott and others.
Jose Zepeda's phone number is N/A
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