Jeffrey Augenstein (CRD# 4302561) is an Investment Advisor Representative working at Avantax Advisory Services in Flagstaff, AZ and has over 23 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 5561676
Babb Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Flagstaff, AZ | Feb 2019 - Current | 5 |
| Avantax Advisory Services | Flagstaff, AZ | Aug 2013 - Current | 10 |
| Northern Arizona Financial Services | Flagstaff, AZ | May 2003 - Current | 20 |
| Avantax Investment Services, Inc. | Flagstaff, AZ | May 2003 - Current | 20 |
| Northern Arizona Financial Services Co LLC | Flagstaff, AZ | May 2003 - Current | 20 |
| H&r Block Financial Advisors, Inc. | Flagstaff, AZ | Sep 2001 - Current | 22 |
| H & R Block | Flagstaff, AZ | Dec 1995 - Current | 28 |
| Dennys | Flagstaff, AZ | Aug 1989 - Current | 34 |
| Coconino County Sheriff Department | Flagstaff, AZ | Dec 1991 - Dec 2021 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- AZ
- TX
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Total Assets Under Management41,696MILLIONS
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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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