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
Janice Borsch (CRD# 4802429) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Maria, CA and has over 18 years of experience in the finance industry.
Mark Bossi (CRD# 2247819) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 31 years of experience in the finance industry.
Matthew Botkin (CRD# 6092923) is an Investment Advisor Representative working at Avantax Advisory Services in Parkland, FL and has over 11 years of experience in the finance industry.
David Bott (CRD# 4085151) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Matthew Boudreaux (CRD# 6547984) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.
Lise Boutin-Beaudette (CRD# 4130987) is an Investment Advisor Representative working at Avantax Advisory Services in Elkton, VA and has over 24 years of experience in the finance industry.
Saeed Bowens (CRD# 5812213) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 13 years of experience in the finance industry.
James Boyd (CRD# 1613318) is an Investment Advisor Representative working at Avantax Advisory Services in Nicholasville, KY and has over 26 years of experience in the finance industry.
Bradley Boyer (CRD# 4210111) is an Investment Advisor Representative working at Avantax Advisory Services in Belleville, KS and has over 23 years of experience in the finance industry.
George Boyle (CRD# 2530846) is an Investment Advisor Representative working at Avantax Advisory Services in Awendaw, SC and has over 27 years of experience in the finance industry.