Thomas Benscoter (CRD# 5960538) is an Investment Advisor Representative working at Avantax Advisory Services in Scottsdale, AZ and has over 12 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Advisory Services | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Cfr Capital Group, LLC | Scottsdale, AZ | May 2012 - Current | 12 |
| Calise Enterprises, Llc Dba H&r Block | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Thomas D Benscoter | Scottsdale, AZ | Jan 2000 - Current | 24 |
| Securities America, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| Securities America Advisors, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| University Of Phoenix | Phoenix, AZ | Apr 2009 - Jan 2020 | 10 |
| Questar Asset Management, Inc. | Minneapolis, MN | Aug 2017 - Dec 2018 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
| S63 | Uniform Securities State Law Examination | Jan 2012 |
- AZ
-
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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