Juliana Talledo

Advisor Transition Specialist at Avantax Wealth Management℠ - Irving, TX, US

Juliana Talledo's Colleagues at Avantax Wealth Management℠
Laurie Stack

Vice President, Business Development

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Marc Brasher

Director of Software Engineering

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Carlyna Dowell

Director Regulatory Compliance

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Ravi Damuluri

Manager, Software Engineering

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Juliana Talledo's Contact Details
HQ
N/A
Location
Irving, Texas, United States
Company
Avantax Wealth Management℠
Juliana Talledo'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 Juliana Talledo
Juliana Talledo currently works for Avantax Wealth Management℠.
Juliana Talledo's role at Avantax Wealth Management℠ is Advisor Transition Specialist.
Juliana Talledo's email address is ***@avantaxwealthmanagement.com. To view Juliana Talledo's full email address, please signup to ConnectPlex.
Juliana Talledo works in the Financial Services industry.
Juliana Talledo's colleagues at Avantax Wealth Management℠ are Laurie Stack, John Manton, Charlotte Sanders, Julie Marta, Marc Brasher, Carlyna Dowell, Ravi Damuluri and others.
Juliana Talledo's phone number is N/A
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