Kai MaysCRD Number: 6198289
Current Firm: Avantax Advisory Services
Kai Mays (CRD# 6198289) is an Investment Advisor Representative working at Avantax Advisory Services in Tyrone, GA and has 1 year of experience in the finance industry.
Zwj Investment Counsel Inc.
Invesco Advisers, Inc.
Truist Advisory Services, Inc.
|Hd Vest Advisory Services||Hampton, GA||Jun 2019 - Current||2|
|Ak Edwards Tax & Financial Services, Inc.||Hampton, GA||Apr 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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