Avantax Advisory Services
Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $41,695,726,722 in 131,534 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management41,696MILLION
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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
Paul Allard (CRD# 4868640) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 19 years of experience in the finance industry.
Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Jeannine Allen (CRD# 4579327) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry.
Thomas Allen (CRD# 2021110) is an Investment Advisor Representative working at Avantax Advisory Services in Henderson, NV and has over 30 years of experience in the finance industry.
Nadine Allevato (CRD# 866572) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 25 years of experience in the finance industry.
David Allred (CRD# 2260686) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Worth, TX and has over 31 years of experience in the finance industry.
Carol Alt (CRD# 2156432) is an Investment Advisor Representative working at Avantax Advisory Services in Beloit, WI and has over 32 years of experience in the finance industry.
Dennis Alt (CRD# 1708680) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 36 years of experience in the finance industry.
Keith Altobelli (CRD# 4969085) is an Investment Advisor Representative working at Avantax Advisory Services in Acworth, GA and has over 18 years of experience in the finance industry.
Michael Amato (CRD# 2193113) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, PA and has over 32 years of experience in the finance industry.