Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $34,340,503,208 in 111,856 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management34,341MILLION
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Total Number of Accounts111,856ACCOUNTS
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Average Account Value$307,006
- 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
- 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
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry. Matthew Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 22 years of experience in the finance industry.
Vickie Adams (CRD# 1084652) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 29 years of experience in the finance industry.
Thomas Ahlstrom (CRD# 4072569) is an Investment Advisor Representative working at Avantax Advisory Services in Los Alamitos, CA and has over 23 years of experience in the finance industry.
Ronald Aho (CRD# 5436280) is an Investment Advisor Representative working at Avantax Advisory Services in Maple Grove, MN and has over 15 years of experience in the finance industry.
Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 23 years of experience in the finance industry.
Gregg Akin (CRD# 5792629) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 12 years of experience in the finance industry.
Joseph Alamo (CRD# 1394766) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 32 years of experience in the finance industry.
Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 4 years of experience in the finance industry.
Cedric Alexander (CRD# 1172994) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 31 years of experience in the finance industry. Cedric Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.