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
Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at Avantax Advisory Services in Cincinnati, OH and has over 9 years of experience in the finance industry.
Gerry Andrade (CRD# 4421941) is an Investment Advisor Representative working at Avantax Advisory Services in Torrance, CA and has over 21 years of experience in the finance industry.
Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 31 years of experience in the finance industry. Keith Andre 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.
Samuel Angelo (CRD# 1126535) is an Investment Advisor Representative working at Avantax Advisory Services in Parsippany, NJ and has over 24 years of experience in the finance industry.
Michael Angelon (CRD# 2833588) is an Investment Advisor Representative working at Avantax Advisory Services in Charlotte, NC and has over 26 years of experience in the finance industry.
Richard Angott (CRD# 2910271) is an Investment Advisor Representative working at Avantax Advisory Services in Hermitage, PA and has over 25 years of experience in the finance industry.
Casey Ardoin (CRD# 6159129) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 9 years of experience in the finance industry.
John Armato (CRD# 5143912) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Andrew Arnold (CRD# 6836694) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 5 years of experience in the finance industry.
Robert Arnold (CRD# 1240901) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 39 years of experience in the finance industry.