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
Alan Brown (CRD# 5224596) is an Investment Advisor Representative working at Avantax Advisory Services in Dayton, OH and has over 16 years of experience in the finance industry.
Gregory Brown (CRD# 3106224) is an Investment Advisor Representative working at Avantax Advisory Services in Portsmouth, OH and has over 25 years of experience in the finance industry.
Kent Brown (CRD# 2006578) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, NY and has over 33 years of experience in the finance industry.
Lakisha Brown (CRD# 5831038) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 9 years of experience in the finance industry.
Richard Brown (CRD# 2256331) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 31 years of experience in the finance industry.
William Brown (CRD# 4140089) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
William Brownlee (CRD# 3254746) is an Investment Advisor Representative working at Avantax Advisory Services in Fairview, OK and has over 24 years of experience in the finance industry.
Robert Brubaker (CRD# 2945338) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
James Bruckner (CRD# 2000328) is an Investment Advisor Representative working at Avantax Advisory Services in Camarillo, CA and has over 33 years of experience in the finance industry.
Nicholas Bruner (CRD# 6860302) is an Investment Advisor Representative working at Avantax Advisory Services in Gainesville, GA and has over 6 years of experience in the finance industry.