Kevin Downs (CRD# 1766764) is an Investment Advisor Representative working at Avantax Advisory Services in Wyalusing, PA and has over 36 years of experience in the finance industry.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 2924528
Stone House Investment Management, LLC
CRD# 4107198
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aliciene Tax & Financial Solutions | Pittston, PA | Dec 2023 - Current | < 1 |
| Downs & Aliciene Accountants And Financial | Wyalusing, PA | Sep 2014 - Current | 9 |
| Avantax Insurance Agency, LLC | Wyalusing, PA | Jan 2006 - Current | 18 |
| Avantax Advisory Services | Wyalusing, PA | Apr 1997 - Current | 27 |
| Avantax Investment Services, Inc. | Wyalusing, PA | Oct 1987 - Current | 36 |
| Self-employed | Wyalusing, PA | Jul 1979 - Current | 44 |
| Hd Vest Insurance Agency Inc. | Irving, TX | Jul 2014 - Sep 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
- PA
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Total Assets Under Management41,696MILLIONS
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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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