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).
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Total Assets Under Management30,968MILLION
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Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.