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Indie managing $400 million switches to Avantax from FSC

ats advanced avantax

San Diego-based ATS Advanced Trustee Strategies specializes in advanced estate planning.

ATS Advanced Trustee Strategies, a San Diego, California, firm managing $400 million and specializing in advanced estate planning, has changed its broker-dealer affiliation to Avantax from FSC Securities.

Sandeep Varma, principal and founder of ATS, said Avantax’s network of accountants and acc

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