Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $41,695,726,722 in 131,534 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management41,696MILLION
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- 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
- Pension consulting services
- 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
James Aukerman (CRD# 5408091) is an Investment Advisor Representative working at Avantax Advisory Services in Traverse City, MI and has over 16 years of experience in the finance industry.
Joseph Averett (CRD# 6171102) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 11 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 24 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 26 years of experience in the finance industry.
Kellie Bair (CRD# 4413942) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Pleasant, SC and has over 18 years of experience in the finance industry.
Roland Baird (CRD# 2930737) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, SC and has over 26 years of experience in the finance industry.
Elisabeth Baldwin (CRD# 2464688) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 30 years of experience in the finance industry.
Keith Balla (CRD# 5132750) is an Investment Advisor Representative working at Avantax Advisory Services in Cranford, NJ and has over 9 years of experience in the finance industry.
Lindsey Banks (CRD# 4398801) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.