Stanley Warner (CRD# 4841636) is an Investment Advisor Representative working at Avantax Advisory Services in Drums, PA and has over 19 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 4107198
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partner, Inc. | Drums, PA | Oct 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Drums, PA | Jun 2014 - Current | 9 |
| Avantax Advisory Services | Drums, PA | Jan 2005 - Current | 19 |
| Avantax Investment Services, Inc. | Drums, PA | Apr 2004 - Current | 20 |
| Stanley B Warner Iii Cpa | Tamaqua, PA | Jan 1999 - Current | 25 |
| Longhi Financial Inc. | Tamaqua, PA | Oct 2008 - Jun 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- PA
- TX
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Total Assets Under Management41,696MILLIONS
-
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
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