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.
CRD# 2293433
Stonecrest Wealth Management, Inc.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
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 |
- AZ
- TX
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Total Assets Under Management41,696MILLIONS
-
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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