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).
-
Total Assets Under Management41,696MILLION
-
Total Number of Accounts131,534ACCOUNTS
-
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
Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.
Rao Anand (CRD# 4343760) is an Investment Advisor Representative working at Avantax Advisory Services in Phoenix, AZ and has over 21 years of experience in the finance industry.
Wayne Anderman (CRD# 1271816) is an Investment Advisor Representative working at Avantax Advisory Services in Plantation, FL and has over 39 years of experience in the finance industry.
Larry Anderson (CRD# 2006173) is an Investment Advisor Representative working at Avantax Advisory Services in San Francisco, CA and has over 32 years of experience in the finance industry.
Michael Anderson (CRD# 5426877) is an Investment Advisor Representative working at Avantax Advisory Services in Petaluma, CA and has over 16 years of experience in the finance industry.
Phyllis Anderson (CRD# 2092087) is an Investment Advisor Representative working at Avantax Advisory Services in Ortonville, MN and has over 33 years of experience in the finance industry.
Shari Anderson (CRD# 5998836) is an Investment Advisor Representative working at Avantax Advisory Services in Cincinnati, OH and has over 10 years of experience in the finance industry.
Gerry Andrade (CRD# 4421941) is an Investment Advisor Representative working at Avantax Advisory Services in Torrance, CA and has over 22 years of experience in the finance industry.
Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 32 years of experience in the finance industry.
Samuel Angelo (CRD# 1126535) is an Investment Advisor Representative working at Avantax Advisory Services in Parsippany, NJ and has over 25 years of experience in the finance industry.