William Flippen, financial advisor Madisonville LA

William Flippen

CRD Number: 1431828
Current Firm: Avantax Advisory Services

William Flippen (CRD# 1431828) is an Investment Advisor Representative working at Avantax Advisory Services in Madisonville, LA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Madisonville, LA Feb 2018 - Current 6
Posner Accounting Metairie, LA Jan 2017 - Current 7
Avantax Insurance Agency, LLC Madisonville, LA Feb 2003 - Current 21
Avantax Investment Services, Inc. Madisonville, LA Oct 1985 - Current 38
William J Flippen Accounting & Tax Servi Metarie, LA Jan 1972 - Current 52
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for William J. Flippen
Phone Number: 972-870-6000
Registered State(s):
  • LA
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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