Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $41,695,726,722 in 131,534 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management41,696MILLION
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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
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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
John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 15 years of experience in the finance industry.
Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Alexandria, VA and has over 21 years of experience in the finance industry.
Steven Aberblatt (CRD# 2432429) is an Investment Advisor Representative working at Avantax Advisory Services in Philadelphia, PA and has over 30 years of experience in the finance industry.
Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Crowley, LA and has over 17 years of experience in the finance industry.
John Adair (CRD# 3068985) is an Investment Advisor Representative working at Avantax Advisory Services in Essex, MD and has over 25 years of experience in the finance industry.
Derek Adamczyk (CRD# 6874212) is an Investment Advisor Representative working at Avantax Advisory Services in Elgin, IL and has over 5 years of experience in the finance industry.
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, LA and has over 8 years of experience in the finance industry.
Kelly Adams (CRD# 4372012) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 22 years of experience in the finance industry.
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 23 years of experience in the finance industry.