Grant PodsednikCRD Number: 4538844
Current Firm: Avantax Advisory Services
Grant Podsednik (CRD# 4538844) is an Investment Advisor Representative working at Avantax Advisory Services in Bedford, TX and has over 20 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Investment Services, Inc.||Bedford, TX||Oct 2019 - Current||3|
|Avantax Advisory Services||Bedford, TX||Oct 2019 - Current||3|
|Avantax Insurance Agency, LLC||Bedford, TX||Oct 2019 - Current||3|
|Compost Carpool, LLC||Grapevine, TX||Sep 2019 - Dec 2020||1|
|Level Four Advisory Services||Euless, TX||Jan 2018 - Oct 2019||1|
|Lpl Financial, LLC||Euless, TX||Jan 2018 - Oct 2019||1|
|Cetera Advisor Networks||El Segundo, CA||Mar 2015 - Dec 2017||2|
|Coble Cravens Financial Services||Arlington, TX||Mar 2015 - Dec 2017||2|
|Lpl Financial, LLC||Euless, TX||Nov 2012 - Apr 2015||2|
|Level Four Advisory Serivices||Euless, TX||Feb 2011 - Apr 2015||4|
|Podsednik & Copmpany, Pc||Bedford, TX||Jan 2007 - May 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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