Avantax welcomes Joshua B. Heims, AIF, and Alan Gnoinski and their Lincoln Sparrow Advisors team to the Avantax Community. The financial advisors have approximately $100 million in total client assets as of September 2023.
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Read More on AVTA:
- Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
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- Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
- Avantax posts record newly recruited assets
- Avantax Reports Third Quarter 2023 Results
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