Michael Faneca, financial advisor Biloxi MS

Michael Faneca

CRD Number: 6210355
Current Firm: Avantax Advisory Services

Michael Faneca (CRD# 6210355) is an Investment Advisor Representative working at Avantax Advisory Services in Biloxi, MS and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Biloxi, MS Oct 2019 - Current 2
Avantax Investment Services, Inc. Biloxi, MS Dec 2018 - Current 2
Avantax Insurance Agency, LLC Biloxi, MS Dec 2018 - Current 2
Ea Renfroe Birmingham, AL Oct 2018 - Nov 2018 < 1
Howell Cpa, Pa Biloxi, MS Feb 2018 - Aug 2018 < 1
Unemployed Gulfport, MS Dec 2017 - Feb 2018 < 1
Inwritings San Francisco, CA Jun 2016 - Dec 2017 1
Nylife Securities LLC Hattiesburg, MS Sep 2013 - Aug 2017 3
New York Life Ins Co Hattiesburg, MS Jun 2013 - Aug 2017 4
Lacoste/devanlay Gulfport, MS Oct 2011 - Jun 2013 1
Fossil Gulfport, MS Oct 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Michael P. Faneca
Phone Number: 972-870-6000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
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
  • 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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