Stancel Skelton, financial advisor San Jose CA

Stancel Skelton

CRD Number: 2566301
Current Firm: Avantax Advisory Services

Stancel Skelton (CRD# 2566301) is an Investment Advisor Representative working at Avantax Advisory Services in San Jose, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services San Jose, CA Sep 2015 - Current 8
Avantax Investment Services, Inc. San Jose, CA Oct 1998 - Current 25
The Tax Team, Inc. San Jose, CA Oct 1983 - Jul 2020 36
Thielen And Associates Campbell, CA Feb 2016 - Dec 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Stancel L. Skelton
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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Data verified by both the advisor and the public regulatory data.

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