Brian Coventry (CRD# 2687200) is an Investment Advisor Representative working at Avantax Advisory Services in Quitman, TX and has over 28 years of experience in the finance industry.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 6560708
Primerica Advisors
CRD# 4080574
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coventry Financial Texas LLC | Quitman, TX | Jan 2023 - Current | 1 |
| Avantax Insurance Agency, LLC | Quitman, TX | Sep 2014 - Current | 9 |
| Avantax Advisory Services | Quitman, TX | Jan 2008 - Current | 16 |
| Avantax Investment Services, Inc. | Quitman, TX | Oct 2007 - Current | 16 |
| Nfp Securities Inc. | Quitman, TX | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- TX
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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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