Casey Griffin
Oficial de Cumplimiento en Avantax Investment Services, Inc. .
Cargos activos de Casey Griffin
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Avantax Investment Services, Inc. | Oficial de Cumplimiento | 01/08/1998 | - |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Oficial de Cumplimiento | 31/08/1998 | - |
Farpointe Wealth Partners LLC
Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation. | Director de Operaciones | - | - |
Historial de carrera de Casey Griffin
Antiguos cargos conocidos de Casey Griffin.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Avantax Wealth Management, Inc.
Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983. | Director/Miembro de la Junta | - | - |
Formación de Casey Griffin.
University of North Texas | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Compliance Officer | 2 |
Undergraduate Degree | 1 |
Director/Board Member | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
---|---|
Avantax Investment Services, Inc. | |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Finance |
Avantax Wealth Management, Inc.
Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983. | Finance |
Farpointe Wealth Partners LLC
Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation. | Finance |
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