Symone Lee

Resolution Specialist at Avantax Wealth Management℠ - Irving, TX, US

Symone Lee's Colleagues at Avantax Wealth Management℠
Kuumba Smith

Wealth Management Platform Consultant

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Casey Radke

Onboarding Experience Manager

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Janus Stanley

Manager, Compliance Services

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Shannon Ozuna

Securities Ops Specialist

Contact Shannon Ozuna

David Angell

Head of Advisor Experience

Contact David Angell

Alan Zabloudil

Director of Product Management

Contact Alan Zabloudil

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Symone Lee's Contact Details
HQ
N/A
Location
Dallas, Texas, United States
Company
Avantax Wealth Management℠
Symone Lee'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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Details about Avantax Wealth Management℠
Frequently Asked Questions about Symone Lee
Symone Lee currently works for Avantax Wealth Management℠.
Symone Lee's role at Avantax Wealth Management℠ is Resolution Specialist.
Symone Lee's email address is ***@avantaxwealthmanagement.com. To view Symone Lee's full email address, please signup to ConnectPlex.
Symone Lee works in the Financial Services industry.
Symone Lee's colleagues at Avantax Wealth Management℠ are Kuumba Smith, Casey Radke, Janus Stanley, Shannon Ozuna, David Angell, Alan Zabloudil, Carlos Fuentes and others.
Symone Lee's phone number is N/A
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