Rodney Peters

Director of Advisor Compensation and Capital Markets at Avantax Planning Partners - Coppell, TX, US

Rodney Peters's Colleagues at Avantax Planning Partners
Stephanie Molina

Compliance Consultant | Surveillance and Supervision

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Thanh Huynh

Group Product Manager

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Ali Sultan

Director, Client Services and Operations

Contact Ali Sultan

Carlyna Dowell

Director Regulatory Compliance

Contact Carlyna Dowell

Carol Ventura

Retirement Solutions Consultant

Contact Carol Ventura

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Rodney Peters's Contact Details
HQ
N/A
Location
Arlington,Texas,United States
Company
Avantax Planning Partners
Rodney Peters'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 Rodney Peters
Rodney Peters currently works for Avantax Wealth Management®.
Rodney Peters's role at Avantax Wealth Management® is Director of Advisor Compensation and Capital Markets.
Rodney Peters's email address is ***@avantax.com. To view Rodney Peters's full email address, please signup to ConnectPlex.
Rodney Peters works in the Financial Services industry.
Rodney Peters's colleagues at Avantax Planning Partners are Stephanie Molina, Thanh Huynh, Ali Sultan, Brandon Melton, Briana Oltmann, Carlyna Dowell, Carol Ventura and others.
Rodney Peters's phone number is N/A
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