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
Ismail Bharmal (CRD# 3120279) is an Investment Advisor Representative working at Avantax Advisory Services in Irvine, CA and has over 25 years of experience in the finance industry.
Ashwin Bhatt (CRD# 2237369) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, TX and has over 31 years of experience in the finance industry.
Nathaniel Biddick (CRD# 5271923) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry.
Virgil Biggs (CRD# 1755904) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 36 years of experience in the finance industry.
Peter Billingham (CRD# 1831074) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 18 years of experience in the finance industry.
Anthony Billue (CRD# 4617107) is an Investment Advisor Representative working at Avantax Advisory Services in Radford, VA and has over 21 years of experience in the finance industry.
Karlton Birdwell (CRD# 4678037) is an Investment Advisor Representative working at Avantax Advisory Services in Corpus Christi, T, TX and has over 20 years of experience in the finance industry.
Margery Birkedal (CRD# 2960819) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 26 years of experience in the finance industry.
Bryan Birrer (CRD# 6276324) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, WY and has over 10 years of experience in the finance industry.
Nicholas Bishop (CRD# 6417071) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 9 years of experience in the finance industry.