Avantax practices managing $350 million move to Cetera
Veteran advisers in Oklahoma and Utah affiliate with Cetera through Texas-based Farpointe Wealth Partners.
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,
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