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Investor FAQs

Investor FAQs

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What is Avantax's ticker symbol and on what exchange is the stock listed?

The Company's common stock is traded on the NASDAQ exchange under the ticker symbol AVTA. The Company's shares began trading under its new name and stock ticker symbol "AVTA", effective at market open on January 26, 2023.

What was Avantax's ticker symbol before the name change?

Avantax was formally known as Blucora and InfoSpace and previously traded on the NASDAQ exchange under the ticker symbols BCOR and INSP, respectively.

With the name change, has the Company's common stock CUSIP number changed?

The Company's common stock CUSIP number remains 095229100 and was not changed with the name change to Avantax.

Can I buy shares of BCOR common stock directly from the Company?

Not at this time. The Company's common stock is traded on the NASDAQ exchange under the ticker symbol AVTA and may be traded through licensed brokers.

What is a transfer agent and how do I contact them?

A transfer agent and registrar for a publicly held company keeps records of every outstanding stock certificate and the name of the person to whom it is registered. The Company's transfer agent is Computershare Shareowner Services LLC. They can be reached at:

Computershare Shareowner Services LLC
480 Washington Boulevard
Jersey City, NJ 07310-1900

Toll Free Number 888-581-9372

When is Avantax's fiscal year end?

Avantax's fiscal year ends on December 31

When will Avantax release the dates of its next quarterly earnings?

Refer to our Events & Presentations page for quarterly earnings release dates.

How can I contact Investor Relations about specific investor issues?

To contact investor relations, please call 972-870-6000 or email

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Learn more about our firm's background and Financial Professionals on FINRA's BrokerCheck.

Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.