Avantax Advisory Services

Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $34,340,503,208 in 111,856 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    34,341
    MILLION
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avantax Advisory Services
Showing 1 - 10 of 2,352 top financial advisors.
1
John D. Aaron
CRD#: 5567930
Brentwood, CA

John Aaron (CRD# 5567930) is an Investment Advisor Representative working at Avantax Advisory Services in Brentwood, CA and has over 13 years of experience in the finance industry.

2
Patrick E. Aaron
CRD#: 5335512
Mcmurray, PA

Patrick Aaron (CRD# 5335512) is an Investment Advisor Representative working at Avantax Advisory Services in Mcmurray, PA and has over 15 years of experience in the finance industry.

3
Paul B. Abbou
CRD#: 4234153
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 19 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.

4
Steven Aberblatt
CRD#: 2432429
6820 Horrocks St., Philadelphia, PA 19149

Steven Aberblatt (CRD# 2432429) is an Investment Advisor Representative working at Avantax Advisory Services in Philadelphia, PA and has over 28 years of experience in the finance industry.

5
Frank R. Abigana
CRD#: 4586809
Livermore, CA

Frank Abigana (CRD# 4586809) is an Investment Advisor Representative working at Avantax Advisory Services in Livermore, CA and has over 11 years of experience in the finance industry.

6
Lehman C. Abshire
CRD#: 5252838
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.

7
Perry L. Acuff
CRD#: 3147258
1920 Georgia Hwy 81 S, Loganville, GA 30052

Perry Acuff (CRD# 3147258) is an Investment Advisor Representative working at Avantax Advisory Services in Loganville, GA and has over 23 years of experience in the finance industry.

8
Denise G. Adah
CRD#: 4544315
Randallstown, MD

Denise Adah (CRD# 4544315) is an Investment Advisor Representative working at Avantax Advisory Services in Randallstown, MD and has over 19 years of experience in the finance industry.

9
John H. Adair
CRD#: 3068985
201 Eastern Blvd, Essex, MD 21221

John Adair (CRD# 3068985) is an Investment Advisor Representative working at Avantax Advisory Services in Essex, MD and has over 23 years of experience in the finance industry.

10
Derek N. Adamczyk
CRD#: 6874212
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Derek Adamczyk (CRD# 6874212) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 3 years of experience in the finance industry.

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