Avantax practices managing $350 million move to Cetera

First Oklahoma Advisory Group, which manages nearly $240 million in Tulsa, Oklahoma, and Dahle’s Financial Services, which manages $110 million in West Jordan, Utah, have switched affiliations from Avantax to Cetera.

The two practices, each of which had been affiliated with Avantax since 1994, are using the services of Farpointe Wealth Partners, a Southlake, Texas-based office of supervisory jurisdiction for Cetera.

[More: Head count drops at Blucora’s Avantax, but revenue per adviser rises]

The post Avantax practices managing $350 million move to Cetera appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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