Dennis Barth (CRD# 1564121) is an Investment Advisor Representative working at Avantax Advisory Services in Brooklawn, NJ and has over 37 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gloucester Catholic Baseball | Brooklawn, NJ | Mar 2020 - Current | 4 |
Avantax Insurance Agency, LLC | Brooklawn, NJ | Feb 2016 - Current | 8 |
Avantax Advisory Services | Brooklawn, NJ | Jan 2000 - Current | 24 |
Avantax Investment Services, Inc. | Brooklawn, NJ | Sep 1986 - Current | 37 |
Jos. W Barth And Co | Brooklawn, NJ | Aug 1985 - Current | 38 |
Rutgers-camden | Camden, NJ | Sep 2012 - Aug 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1987 |
- NJ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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