Avantax Advisory Services

Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $30,968,246,116 in 123,393 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,968
    MILLION
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avantax Advisory Services
Showing 21 - 30 of 2,255 top financial advisors.
21
Paul F. Allard
CRD#: 4868640
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Paul Allard (CRD# 4868640) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 19 years of experience in the finance industry.

22
Jason J. Allen
CRD#: 4151847
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.

23
Jeannine M. Allen
CRD#: 4579327
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Jeannine Allen (CRD# 4579327) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry.

24
Thomas S. Allen
CRD#: 2021110
1913 N. Green Valley Parkway, Ste B, Henderson, NV 89074

Thomas Allen (CRD# 2021110) is an Investment Advisor Representative working at Avantax Advisory Services in Henderson, NV and has over 30 years of experience in the finance industry.

25
Nadine J. Allevato
CRD#: 866572
9747 Business Park Ave, Suite 236, San Diego, CA 92131

Nadine Allevato (CRD# 866572) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 25 years of experience in the finance industry.

26
David E. Allred
CRD#: 2260686
1300 E. Belknap, Fort Worth, TX 76102

David Allred (CRD# 2260686) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Worth, TX and has over 31 years of experience in the finance industry.

27
Carol J. Alt
CRD#: 2156432
2965 Prairie Ave, Beloit, WI 53511

Carol Alt (CRD# 2156432) is an Investment Advisor Representative working at Avantax Advisory Services in Beloit, WI and has over 32 years of experience in the finance industry.

28
Dennis C. Alt
CRD#: 1708680
1101 Joliet St, Janesville, WI 53546

Dennis Alt (CRD# 1708680) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 36 years of experience in the finance industry.

29
Keith A. Altobelli
CRD#: 4969085
1727 Mars Hill Road, Ste 202, Acworth, GA 30101

Keith Altobelli (CRD# 4969085) is an Investment Advisor Representative working at Avantax Advisory Services in Acworth, GA and has over 18 years of experience in the finance industry.

30
Michael J. Amato
CRD#: 2193113
130 Buck Road, Suite 101, Holland, PA 18966

Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 32 years of experience in the finance industry.

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