Julie Marta

Compliance Manager at Avantax Wealth Management℠ - Irving, TX, US

Julie Marta's Colleagues at Avantax Wealth Management℠
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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Mallory Layfield

Platinum Client Services Consultant

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Carol Ventura

Retirement Solutions Consultant

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Josh Gappelberg

Managed Products Billing and Report Specialist at Avantax Wealth Management

Contact Josh Gappelberg

Joshua Yeakel

Financial Planning Consultant

Contact Joshua Yeakel

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Julie Marta's Contact Details
HQ
N/A
Location
Keller, Texas, United States
Company
Avantax Wealth Management℠
Julie Marta'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 Julie Marta
Julie Marta currently works for Avantax Wealth Management℠.
Julie Marta's role at Avantax Wealth Management℠ is Compliance Manager.
Julie Marta's email address is ***@avantaxwealthmanagement.com. To view Julie Marta's full email address, please signup to ConnectPlex.
Julie Marta works in the Financial Services industry.
Julie Marta's colleagues at Avantax Wealth Management℠ are Marc Brasher, Carlyna Dowell, Ravi Damuluri, Mallory Layfield, Carol Ventura, Josh Gappelberg, Joshua Yeakel and others.
Julie Marta's phone number is N/A
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