Miguel Ortigao, financial advisor Dallas TX

Miguel Ortigao

CRD Number: 5768024
Current Firm: Avantax Advisory Services

Miguel Ortigao (CRD# 5768024) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 12 years of experience in the finance industry. Miguel Ortigao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Investment Services Lakewood Ranch, FL Aug 2019 - Current 4
Hd Vest Advisory Services Lakewood Ranch, FL Jul 2019 - Current 4
Capital Investment Advisors, LLC Atlanta, GA Jan 2018 - May 2019 1
Gratus Capital Atlanta, GA Sep 2016 - Dec 2017 1
Strategic Advisers, Inc. Atlanta, GA May 2013 - Sep 2016 3
Fidelity Brokerage Services, LLC Jacksonville, FL Jan 2011 - Sep 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Miguel Ortigao
Phone Number: 972-870-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • 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

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

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