Todd Mackay
President at Avantax Advisory Services, Inc.
Todd Mackay active positions
Companies | Position | Start | End |
---|---|---|---|
Avantax Advisory Services, Inc.
Avantax Advisory Services, Inc. Investment ManagersFinance Avantax Advisory Services, Inc. (AAS) is a registered investment adviser headquartered in Dallas, Texas. The firm was founded in 1987 as H.D. Vest Advisory Services, Inc. They are a wholly-owned subsidiary of Avantax Wealth Management, Inc., which is owned by Avantax, Inc. (NASDAQ: AVTA). AAS offers an online discretionary investment management program designed for individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses. | President | 2019-12-31 | - |
Corporate Officer/Principal | 2018-08-31 | 2019-12-31 | |
AlphaBird, Inc.
AlphaBird, Inc. Information Technology ServicesTechnology Services AlphaBird, Inc. operates as an audience development and content monetization company which provides online videos. The company was founded by Chase Norlin and Alex Rowland in May 2009 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | 2019-06-13 | - |
Chief Executive Officer | 2018-12-05 | 2019-06-13 | |
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. | President | 2020-03-31 | - |
Avantax Investment Services, Inc. | Director/Board Member | - | - |
President | - | - |
Career history of Todd Mackay
Former positions of Todd Mackay
Companies | Position | Start | End |
---|---|---|---|
AVANTAX, INC. | Chief Operating Officer | 2014-12-31 | 2020-04-19 |
Corporate Officer/Principal | 2020-04-19 | 2023-11-26 | |
TaxAct, Inc.
TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Corporate Officer/Principal | 2018-04-30 | 2018-11-30 |
P2Binvestor, Inc.
P2Binvestor, Inc. Miscellaneous Commercial ServicesCommercial Services P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO. | Founder | 2012-12-31 | 2013-12-31 |
Emerge Digital, Inc.
Emerge Digital, Inc. Packaged SoftwareTechnology Services Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA. | Director of Finance/CFO | 2010-12-31 | 2011-12-31 |
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Training of Todd Mackay
Princeton University | Undergraduate Degree |
Statistics
International
United States | 14 |
Operational
Corporate Officer/Principal | 8 |
President | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Technology Services | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
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AVANTAX, INC. | Technology Services |
Private companies | 11 |
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Avantax Advisory Services, Inc.
Avantax Advisory Services, Inc. Investment ManagersFinance Avantax Advisory Services, Inc. (AAS) is a registered investment adviser headquartered in Dallas, Texas. The firm was founded in 1987 as H.D. Vest Advisory Services, Inc. They are a wholly-owned subsidiary of Avantax Wealth Management, Inc., which is owned by Avantax, Inc. (NASDAQ: AVTA). AAS offers an online discretionary investment management program designed for individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses. | Finance |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
Alex. Brown & Sons, Inc. | Finance |
AlphaBird, Inc.
AlphaBird, Inc. Information Technology ServicesTechnology Services AlphaBird, Inc. operates as an audience development and content monetization company which provides online videos. The company was founded by Chase Norlin and Alex Rowland in May 2009 and is headquartered in Los Angeles, CA. | Technology Services |
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 |
TaxAct, Inc.
TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Technology Services |
Emerge Digital, Inc.
Emerge Digital, Inc. Packaged SoftwareTechnology Services Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA. | Technology Services |
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 |
P2Binvestor, Inc.
P2Binvestor, Inc. Miscellaneous Commercial ServicesCommercial Services P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO. | Commercial Services |
Emerge Digital Marketing | |
Avantax Investment Services, Inc. |
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