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
David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.
Joseph Aliciene (CRD# 4107198) is an Investment Advisor Representative working at Avantax Advisory Services in Pittston, PA and has over 23 years of experience in the finance industry.
Bart Allard (CRD# 4588093) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry.
Paul Allard (CRD# 4868640) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 18 years of experience in the finance industry.
Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 22 years of experience in the finance industry. Jason Allen 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.
Jeannine Allen (CRD# 4579327) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 19 years of experience in the finance industry.
Thomas Allen (CRD# 2021110) is an Investment Advisor Representative working at Avantax Advisory Services in Henderson, NV and has over 29 years of experience in the finance industry.
Nadine Allevato (CRD# 866572) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 24 years of experience in the finance industry.
David Allred (CRD# 2260686) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Worth, TX and has over 30 years of experience in the finance industry.
Carol Alt (CRD# 2156432) is an Investment Advisor Representative working at Avantax Advisory Services in Beloit, WI and has over 31 years of experience in the finance industry.