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
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Vickie Adams (CRD# 1084652) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 30 years of experience in the finance industry.
Ronald Aho (CRD# 5436280) is an Investment Advisor Representative working at Avantax Advisory Services in Maple Grove, MN and has over 16 years of experience in the finance industry.
Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 24 years of experience in the finance industry.
Gregg Akin (CRD# 5792629) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 13 years of experience in the finance industry.
Joseph Alamo (CRD# 1394766) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 33 years of experience in the finance industry.
Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 5 years of experience in the finance industry.
David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Joseph Aliciene (CRD# 4107198) is an Investment Advisor Representative working at Avantax Advisory Services in Pittston, PA and has over 24 years of experience in the finance industry.
Bart Allard (CRD# 4588093) is an Investment Advisor Representative working at Avantax Advisory Services in Rogers, AR and has over 21 years of experience in the finance industry.