Louis Tavares (CRD# 7270798) is an Investment Advisor Representative working at Avantax Advisory Services in New Bedford, MA and has over 3 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | New Bedford, MA | Jul 2020 - Current | 3 |
| Avantax Investment Services, Inc. | New Bedford, MA | Jul 2020 - Current | 3 |
| Business Service Company | New Bedford, MA | Jul 2020 - Current | 3 |
| Business Service Company | New Bedford, MA | Jan 2020 - Current | 4 |
| Procaccianti Group | Cranston, RI | Jan 2019 - Jan 2020 | 1 |
| Cbiz & Mhm | Providence, RI | Aug 2016 - Jan 2019 | 2 |
| Restivo Monacelli | Providence, RI | Jun 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
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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