Avantax Advisory Services

Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $30,968,246,116 in 123,393 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,968
    MILLION
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 41 - 50 of 2,255 top financial advisors.
41
Michael A. Angelon
CRD#: 2833588
8318 Pineville, Matthews Road, Suite 275, Charlotte, NC 28226

Michael Angelon (CRD# 2833588) is an Investment Advisor Representative working at Avantax Advisory Services in Charlotte, NC and has over 27 years of experience in the finance industry.

42
Richard A. Angott
CRD#: 2910271
2213 Shenango Valley Freeway, Unit #1 C, Hermitage, PA 16148

Richard Angott (CRD# 2910271) is an Investment Advisor Representative working at Avantax Advisory Services in Hermitage, PA and has over 26 years of experience in the finance industry.

43
Casey L. Ardoin
CRD#: 6159129
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Casey Ardoin (CRD# 6159129) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry.

44
John P. Armato
CRD#: 5143912
6333 North State Highway 161, 4th Floor, Irving, TX 75038

John Armato (CRD# 5143912) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry.

45
Andrew Arnold
CRD#: 6836694
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Andrew Arnold (CRD# 6836694) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 6 years of experience in the finance industry.

46
Robert L. Arnold
CRD#: 1240901
22232 17th Avenue Se Suite 310, Bothell, WA 98021

Robert Arnold (CRD# 1240901) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 40 years of experience in the finance industry.

47
Richard E. Arthur
CRD#: 5081398
1930 S. Gilbert St., Iowa City, IA 52240

Richard Arthur (CRD# 5081398) is an Investment Advisor Representative working at Avantax Advisory Services in Iowa City, IA and has over 6 years of experience in the finance industry.

48
Seth F. Atwell
CRD#: 4090465
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Seth Atwell (CRD# 4090465) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 18 years of experience in the finance industry.

49
Jeffrey A. Augenstein
CRD#: 4302561
Flagstaff, AZ

Jeffrey Augenstein (CRD# 4302561) is an Investment Advisor Representative working at Avantax Advisory Services in Flagstaff, AZ and has over 23 years of experience in the finance industry.

50
Gurvinder K. Aujla
CRD#: 4725124
295 27th Street, Oakland, CA 94612

Gurvinder Aujla (CRD# 4725124) is an Investment Advisor Representative working at Avantax Advisory Services in Oakland, CA and has over 19 years of experience in the finance industry.

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