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
Dennis Alt (CRD# 1708680) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 35 years of experience in the finance industry.
Keith Altobelli (CRD# 4969085) is an Investment Advisor Representative working at Avantax Advisory Services in Acworth, GA and has over 17 years of experience in the finance industry.
Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 31 years of experience in the finance industry. Michael Amato 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.
Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 27 years of experience in the finance industry.
Rao Anand (CRD# 4343760) is an Investment Advisor Representative working at Avantax Advisory Services in Phoenix, AZ and has over 20 years of experience in the finance industry.
Wayne Anderman (CRD# 1271816) is an Investment Advisor Representative working at Avantax Advisory Services in Plantation, FL and has over 38 years of experience in the finance industry.
William Andersen (CRD# 2962153) is an Investment Advisor Representative working at Avantax Advisory Services in Key Largo, FL and has over 22 years of experience in the finance industry.
Larry Anderson (CRD# 2006173) is an Investment Advisor Representative working at Avantax Advisory Services in San Francisco, CA and has over 31 years of experience in the finance industry.
Michael Anderson (CRD# 5426877) is an Investment Advisor Representative working at Avantax Advisory Services in Petaluma, CA and has over 15 years of experience in the finance industry.
Phyllis Anderson (CRD# 2092087) is an Investment Advisor Representative working at Avantax Advisory Services in Ortonville, MN and has over 32 years of experience in the finance industry.