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 1 - 10 of 2,257 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 15 years of experience in the finance industry.

2
Paul B. Abbou
CRD#: 4234153
3200 Olympus Blvd, Suite 100, Dallas, TX 75019

Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 21 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.

3
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 30 years of experience in the finance industry.

4
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 17 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
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 25 years of experience in the finance industry.

7
Derek N. Adamczyk
CRD#: 6874212
1752 Capital Street, Suite 400, Elgin, IL 60124

Derek Adamczyk (CRD# 6874212) is an Investment Advisor Representative working at Avantax Advisory Services in Elgin, IL and has over 5 years of experience in the finance industry.

8
Blake C. Adams
CRD#: 6492477
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.

9
Kelly E. Adams
CRD#: 4372012
3200 Olympus Blvd, Suite 100, Dallas, TX 75019

Kelly Adams (CRD# 4372012) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 22 years of experience in the finance industry.

10
Matthew T. Adams
CRD#: 2354504
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Matthew Adams 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.

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