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
Darryl Bodnar (CRD# 4565799) is an Investment Advisor Representative working at Avantax Advisory Services in Md, MD and has over 21 years of experience in the finance industry.
Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.
Maryanne Bohlinger (CRD# 2750205) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 27 years of experience in the finance industry.
Fay Boland (CRD# 5591745) is an Investment Advisor Representative working at Avantax Advisory Services in Pittsburgh, PA and has over 15 years of experience in the finance industry.
Kevin Boland (CRD# 5580885) is an Investment Advisor Representative working at Avantax Advisory Services in Pittsburgh, PA and has over 15 years of experience in the finance industry.
Carlos Bolanos (CRD# 1803758) is an Investment Advisor Representative working at Avantax Advisory Services in Claremont, CA and has over 19 years of experience in the finance industry.
Mary Bolt (CRD# 4055366) is an Investment Advisor Representative working at Avantax Advisory Services in Duncansville, PA and has over 7 years of experience in the finance industry.
Joseph Bonfiglio (CRD# 2250944) is an Investment Advisor Representative working at Avantax Advisory Services in Holmdel, NJ and has over 31 years of experience in the finance industry.
Charles Boniface (CRD# 2380783) is an Investment Advisor Representative working at Avantax Advisory Services in Parsippany, NJ and has over 28 years of experience in the finance industry.
Michael Bonventure (CRD# 3163196) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.