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
Nathan Bitner (CRD# 5467284) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 16 years of experience in the finance industry.
Diana Blackburn (CRD# 2838642) is an Investment Advisor Representative working at Avantax Advisory Services in Blanco, TX and has over 27 years of experience in the finance industry.
Joann Blake (CRD# 1539534) is an Investment Advisor Representative working with Radabaugh Financial Services in Canton, Michigan and has over 29 years of experience in the finance industry. Joann Blake 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Jean Ann Blanke (CRD# 3211313) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, WI and has over 24 years of experience in the finance industry.
Jamal Blanton (CRD# 5473284) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 6 years of experience in the finance industry.
Robert Blocker (CRD# 2975571) is an Investment Advisor Representative working at Avantax Advisory Services in Morris Plains, NJ and has over 26 years of experience in the finance industry.
Evan Bloom (CRD# 4159614) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Mark Bloom (CRD# 6933619) is an Investment Advisor Representative working at Avantax Advisory Services in Atlanta, GA and has over 5 years of experience in the finance industry.
Allen Bloomgren (CRD# 5065603) is an Investment Advisor Representative working at Avantax Advisory Services in Great Falls, MT and has over 18 years of experience in the finance industry.
Ronald Bodey (CRD# 1760080) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 24 years of experience in the finance industry.