Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $25,698,201,640 in 94,400 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management25,698MILLION
-
Total Number of Accounts94,400ACCOUNTS
-
Average Account Value$272,227
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- 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
John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 12 years of experience in the finance industry.
Patrick Aaron (CRD# 5335512) is an Investment Advisor Representative working at Avantax Advisory Services in Mcmurray, PA and has over 13 years of experience in the finance industry.
Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry. Paul Abbou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Aberblatt (CRD# 2432429) is an Investment Advisor Representative working at Avantax Advisory Services in Philadelphia, PA and has over 26 years of experience in the finance industry.
Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Avantax Advisory Services in Livermore, CA and has over 9 years of experience in the finance industry.
Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 13 years of experience in the finance industry.
Irving Ackerman (CRD# 4278891) is an Investment Advisor Representative working at Avantax Advisory Services in Sterling, VA and has over 20 years of experience in the finance industry.
John Ackerman (CRD# 3216237) is an Investment Advisor Representative working at Avantax Advisory Services in Guilford, CT and has over 21 years of experience in the finance industry.
Perry Acuff (CRD# 3147258) is an Investment Advisor Representative working at Avantax Advisory Services in Loganville, GA and has over 21 years of experience in the finance industry.
Denise Adah (CRD# 4544315) is an Investment Advisor Representative working at Avantax Advisory Services in Foxridge, MD and has over 18 years of experience in the finance industry.