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
Jimmy Boyle (CRD# 2370322) is an Investment Advisor Representative working at Avantax Advisory Services in Atlanta, TX and has over 24 years of experience in the finance industry.
Christopher Boynton (CRD# 4265211) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Bryce Bradley (CRD# 1436895) is an Investment Advisor Representative working at Avantax Advisory Services in Boise, ID and has over 38 years of experience in the finance industry.
Jay Bradley (CRD# 4682678) is an Investment Advisor Representative working at Avantax Advisory Services in Boise, ID and has over 21 years of experience in the finance industry.
Kevin Bradley (CRD# 3064890) is an Investment Advisor Representative working at Avantax Advisory Services in Rockville, MD and has over 25 years of experience in the finance industry.
Julie Bradsher (CRD# 5230771) is an Investment Advisor Representative working at Avantax Advisory Services in Falls Church, VA and has over 17 years of experience in the finance industry.
Christine Brand (CRD# 2645544) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Corona, CA and has over 19 years of experience in the finance industry.
Aaron Brandsfield (CRD# 4417999) is an Investment Advisor Representative working at Avantax Advisory Services in West Des Moines, IA and has over 21 years of experience in the finance industry.
Gregory Braun (CRD# 2378241) is an Investment Advisor Representative working at Avantax Advisory Services in Broken Arrow, OK and has over 30 years of experience in the finance industry.
Beverly Brautigam (CRD# 3099516) is an Investment Advisor Representative working at Avantax Advisory Services in Sacramento, CA and has over 25 years of experience in the finance industry.