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
Gerald Barone (CRD# 2930685) is an Investment Advisor Representative working at Avantax Advisory Services in Bellevue, KY and has over 26 years of experience in the finance industry.
Douglas Barr (CRD# 5078148) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 18 years of experience in the finance industry.
Jerry Barrier (CRD# 2108700) is an Investment Advisor Representative working at Avantax Advisory Services in Albemarle, NC and has over 33 years of experience in the finance industry.
John Barrow (CRD# 6279264) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry.
Denise Barrows (CRD# 2569201) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 29 years of experience in the finance industry.
Robert Barry (CRD# 6225083) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has over 10 years of experience in the finance industry.
Dennis Barth (CRD# 1564121) is an Investment Advisor Representative working at Avantax Advisory Services in Brooklawn, NJ and has over 37 years of experience in the finance industry.
David Baskin (CRD# 1766767) is an Investment Advisor Representative working at Avantax Advisory Services in Ponca City, OK and has over 36 years of experience in the finance industry.
Oscar Bates (CRD# 6397789) is an Investment Advisor Representative working at Avantax Advisory Services in Glasgow, KY and has over 9 years of experience in the finance industry.
Jeffrey Beasley (CRD# 4777811) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 19 years of experience in the finance industry.