Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $30,968,246,116 in 123,393 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management30,968MILLION
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Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- 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
Richard Arthur (CRD# 5081398) is an Investment Advisor Representative working at Avantax Advisory Services in Iowa City, IA and has over 5 years of experience in the finance industry.
Seth Atwell (CRD# 4090465) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 18 years of experience in the finance industry.
Jeffrey Augenstein (CRD# 4302561) is an Investment Advisor Representative working at Avantax Advisory Services in Flagstaff, AZ and has over 22 years of experience in the finance industry.
Gurvinder Aujla (CRD# 4725124) is an Investment Advisor Representative working at Avantax Advisory Services in Oakland, CA and has over 18 years of experience in the finance industry.
James Aukerman (CRD# 5408091) is an Investment Advisor Representative working at Avantax Advisory Services in Traverse City, MI and has over 15 years of experience in the finance industry.
Joseph Averett (CRD# 6171102) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Worth, TX and has over 10 years of experience in the finance industry.
Craig Babineaux (CRD# 4066596) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Theresa Badgett (CRD# 4311314) is an Investment Advisor Representative working at Avantax Advisory Services in Grapevine, TX and has over 22 years of experience in the finance industry.
Charles Bailey (CRD# 2940243) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.
Kellie Bair (CRD# 4413942) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry.