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 61 - 70 of 2,255 top financial advisors.
61
Marilyn A. Banyai
CRD#: 1603466
975 School St., Collegeville, PA 19426

Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at Avantax Advisory Services in Collegeville, PA and has over 37 years of experience in the finance industry.

62
Mary R. Barakat
CRD#: 4292940
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Mary Barakat (CRD# 4292940) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.

63
Peter A. Barboutis
CRD#: 2754596
Bettendorf, IA

Peter Barboutis (CRD# 2754596) is an Investment Advisor Representative working at Avantax Advisory Services in Bettendorf, IA and has over 27 years of experience in the finance industry.

64
Anthony J. Bardi
CRD#: 1572682
151 Se 223rd Ave., Gresham, OR 97030

Anthony Bardi (CRD# 1572682) is an Investment Advisor Representative working at Avantax Advisory Services in Gresham, OR and has over 26 years of experience in the finance industry.

65
Lacey L. Barger
CRD#: 6488740
1401 Sw Park Ridge Blvd., Ste. D, Lawton, OK 73505

Lacey Barger (CRD# 6488740) is an Investment Advisor Representative working at Avantax Advisory Services in Lawton, OK and has over 8 years of experience in the finance industry.

66
James L. Barhorst
CRD#: 2451911
550 Mote Dr., Ste 5, Covington, OH 45318

James Barhorst (CRD# 2451911) is an Investment Advisor Representative working at Avantax Advisory Services in Covington, OH and has over 19 years of experience in the finance industry.

67
Andrew P. Barnes
CRD#: 6372801
13900 N Portland, Suite 101, Oklahoma City, OK 73134

Andrew Barnes (CRD# 6372801) is an Investment Advisor Representative working at Avantax Advisory Services in Oklahoma City, OK and has over 8 years of experience in the finance industry.

68
Gail A. Barnes
CRD#: 4576929
Indianapolis, IN

Gail Barnes (CRD# 4576929) is an Investment Advisor Representative working at Avantax Advisory Services in Indianapolis, IN and has over 21 years of experience in the finance industry.

69
David B. Barnett
CRD#: 1746235
6333 North State Highway 161, 4th Floor, Irving, TX 75038

David Barnett (CRD# 1746235) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 27 years of experience in the finance industry.

70
Perry C. Barnett
CRD#: 6419637
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Perry Barnett (CRD# 6419637) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 9 years of experience in the finance industry.

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