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
Roger Brunk (CRD# 4399907) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 22 years of experience in the finance industry.
James Bruno (CRD# 1531618) is an Investment Advisor Representative working at Avantax Advisory Services in Westlake Village, CA and has over 24 years of experience in the finance industry.
Vincent Bruno (CRD# 2973503) is an Investment Advisor Representative working at Avantax Advisory Services in Westlake Village, CA and has over 24 years of experience in the finance industry.
Joseph Brusak (CRD# 6555069) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 8 years of experience in the finance industry.
John Bryan (CRD# 3175236) is an Investment Advisor Representative working at Avantax Advisory Services in Clearwater, FL and has over 13 years of experience in the finance industry.
Johnny Bryant (CRD# 3118332) is an Investment Advisor Representative working at Avantax Advisory Services in Winter Park, FL and has over 25 years of experience in the finance industry.
Adam Buchanan (CRD# 6276246) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 10 years of experience in the finance industry.
Steven Buchanan (CRD# 6083735) is an Investment Advisor Representative working at Avantax Advisory Services in Flower Mound, TX and has over 11 years of experience in the finance industry.
Tyler Buck (CRD# 4885710) is an Investment Advisor Representative working at Avantax Advisory Services in Salem, NH and has over 19 years of experience in the finance industry.
Bonnie Buhnerkempe (CRD# 4022563) is an Investment Advisor Representative working at Avantax Advisory Services in San Ramon, CA and has over 24 years of experience in the finance industry.