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
Lindsay Bennear (CRD# 5544506) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 9 years of experience in the finance industry.
Thomas Benscoter (CRD# 5960538) is an Investment Advisor Representative working at Avantax Advisory Services in Scottsdale, AZ and has over 12 years of experience in the finance industry.
James Berg (CRD# 5028204) is an Investment Advisor Representative working at Avantax Advisory Services in San Antonio, TX and has over 18 years of experience in the finance industry.
Tabetha Berge (CRD# 6954458) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 5 years of experience in the finance industry.
Stephen Berkeridge (CRD# 6215818) is an Investment Advisor Representative working at Avantax Advisory Services in North East, MD and has over 9 years of experience in the finance industry.
Kevin Bernard (CRD# 6133267) is an Investment Advisor Representative working at Avantax Advisory Services in Ashburn, VA and has over 11 years of experience in the finance industry.
Michael Bertelletti (CRD# 6351975) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 8 years of experience in the finance industry.
Douglas Bertke (CRD# 5446244) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry.
Leonard Bettencourt (CRD# 4025897) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Pamela Bettenhausen (CRD# 4168990) is an Investment Advisor Representative working at Avantax Advisory Services in Frankfort, IL and has over 23 years of experience in the finance industry.