Ogden Page, financial advisor Hollywood CA

Ogden Page

CRD Number: 1944114
Current Firm: Avantax Advisory Services

Ogden Page (CRD# 1944114) is an Investment Advisor Representative working at Avantax Advisory Services in Hollywood, CA and has over 33 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Hollywood CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Hollywood CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Hollywood CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Company Name Location Dates Years
Avantax Advisory Services Hollywood, CA Sep 2004 - Current 19
Avantax Investment Services, Inc. Hollywood, CA Jul 2004 - Current 19
Ogden Page Accountancy Corporation Hollywood, CA Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Ogden C. Page
Phone Number: 972-870-6000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.