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
Joshua Beaugrand (CRD# 6863438) is an Investment Advisor Representative working at Avantax Advisory Services in South Milwaukee, WI and has over 5 years of experience in the finance industry.
Gerald Beaullieu (CRD# 4051518) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Charles Beck (CRD# 1594209) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 37 years of experience in the finance industry.
Brendan Begley (CRD# 2962774) is an Investment Advisor Representative working at Avantax Advisory Services in Enfield, CT and has over 25 years of experience in the finance industry.
Jeffrey Begley (CRD# 2829259) is an Investment Advisor Representative working at Avantax Advisory Services in Palmer, MA and has over 26 years of experience in the finance industry.
Gene Bell (CRD# 4094775) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 24 years of experience in the finance industry.
Kevin Bell (CRD# 6456926) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 8 years of experience in the finance industry.
Melinda Bell (CRD# 5166654) is an Investment Advisor Representative working at Avantax Advisory Services in Stillwater, OK and has over 13 years of experience in the finance industry.
Toijuan Bell (CRD# 3004468) is an Investment Advisor Representative working at Avantax Advisory Services in Chicago, IL and has over 25 years of experience in the finance industry.
Alan Bender (CRD# 1859814) is an Investment Advisor Representative working at Avantax Advisory Services in New Iberia, LA and has over 24 years of experience in the finance industry.