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 31 - 40 of 2,255 top financial advisors.
31
Joseph V. Ambrosia
CRD#: 2646777
2601 S. Becker Rd, Elizabeth, IL 61028

Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.

32
Rao R. Anand
CRD#: 4343760
Phoenix, AZ

Rao Anand (CRD# 4343760) is an Investment Advisor Representative working at Avantax Advisory Services in Phoenix, AZ and has over 21 years of experience in the finance industry.

33
Wayne M. Anderman
CRD#: 1271816
Plantation, FL

Wayne Anderman (CRD# 1271816) is an Investment Advisor Representative working at Avantax Advisory Services in Plantation, FL and has over 39 years of experience in the finance industry.

34
Larry J. Anderson
CRD#: 2006173
3145 Geary Blvd #624, San Francisco, CA 94118

Larry Anderson (CRD# 2006173) is an Investment Advisor Representative working at Avantax Advisory Services in San Francisco, CA and has over 32 years of experience in the finance industry.

35
Michael L. Anderson
CRD#: 5426877
Petaluma, CA

Michael Anderson (CRD# 5426877) is an Investment Advisor Representative working at Avantax Advisory Services in Petaluma, CA and has over 16 years of experience in the finance industry.

36
Phyllis M. Anderson
CRD#: 2092087
121 Nw 2nd Street, Ortonville, MN 56278

Phyllis Anderson (CRD# 2092087) is an Investment Advisor Representative working at Avantax Advisory Services in Ortonville, MN and has over 33 years of experience in the finance industry.

37
Shari K. Anderson
CRD#: 5998836
Cincinnati, OH

Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at Avantax Advisory Services in Cincinnati, OH and has over 10 years of experience in the finance industry.

38
Gerry A. Andrade
CRD#: 4421941
3878 Carson Street, Suite 220, Torrance, CA 90503

Gerry Andrade (CRD# 4421941) is an Investment Advisor Representative working at Avantax Advisory Services in Torrance, CA and has over 22 years of experience in the finance industry.

39
Keith W. Andre
CRD#: 2181366
4695 W. University Dr, Ste 100, Mckinney, TX 75071

Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 32 years of experience in the finance industry.

40
Samuel J. Angelo
CRD#: 1126535
600 Parsippany Rd., Suite 206, Parsippany, NJ 07054

Samuel Angelo (CRD# 1126535) is an Investment Advisor Representative working at Avantax Advisory Services in Parsippany, NJ and has over 25 years of experience in the finance industry.

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