Sonali Shah

Quality Assurance Manager at Avantax Wealth Management℠ - Irving, TX, US

Sonali Shah's Colleagues at Avantax Wealth Management℠
Judith Knudsen

Vice President, Deputy General Counsel, Wealth Management

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Fogus Cary

Client Service Representative

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Amber Bird

Compliance Services Manager

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Jeffrey Murry

Wealth Management Consultant

Contact Jeffrey Murry

Ron Herron

Compliance Licensing Coordinator

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Aaron Allen

Relationship Manager

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Sonali Shah's Contact Details
HQ
N/A
Location
The Colony, Texas
Company
Avantax Wealth Management℠
Sonali Shah'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 Sonali Shah
Sonali Shah currently works for Avantax Wealth Management℠.
Sonali Shah's role at Avantax Wealth Management℠ is Quality Assurance Manager.
Sonali Shah's email address is ***@avantaxwealthmanagement.com. To view Sonali Shah's full email address, please signup to ConnectPlex.
Sonali Shah works in the Financial Services industry.
Sonali Shah's colleagues at Avantax Wealth Management℠ are Judith Knudsen, Fogus Cary, Amber Bird, Jeffrey Murry, Ron Herron, Nate Biddick, Aaron Allen and others.
Sonali Shah's phone number is N/A
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