Della Lounsbery (CRD# 4549853) is an Investment Advisor Representative working at Avantax Advisory Services in Goshen, NY and has over 10 years of experience in the finance industry.
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 1255649
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Goshen, NY | Nov 2014 - Current | 9 |
| Stephen E.plain LLC | Middletown, NY | Jan 2014 - Current | 10 |
| Stephen E. Plain Llc Dba Sep Financial Services | Goshen, NY | Jan 2014 - Current | 10 |
| Avantax Investment Services, Inc. | Middletown, NY | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- NY
-
Total Assets Under Management41,696MILLIONS
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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
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