Rao Anand, financial advisor Phoenix AZ

Rao Anand

CRD Number: 4343760
Current Firm: Avantax Advisory Services

Rao Anand (CRD# 4343760) is an Investment Advisor Representative working at Avantax Advisory Services in Phoenix, AZ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Phoenix, AZ Jan 2008 - Current 16
Avantax Insurance Agency, LLC Phoenix, AZ Aug 2006 - Current 18
Avantax Investment Services, Inc. Phoenix, AZ Jan 2001 - Current 23
Anand & Anand, Cpa Phoenix, AZ Jan 1990 - Jan 2024 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Rao R. Anand
Phone Number: 972-870-6000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
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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