AVANTAX ADVISORY SERVICES, INC.

AVANTAX ADVISORY SERVICES
DALLAS, Texas·15 registered advisors·CRD# 104556
SEC# 801-298921580972-870-6000
01

Firm Overview

AUM
$41.7B
Regulatory assets under management
Employees
2478
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AVANTAX ADVISORY SERVICES, INC.

15 registered advisors
Aditya Kumar Garg
IRVING, Texas
Brian A Stern
IRVING, Texas
Casey James Griffin
DALLAS, Texas
Crystal Marie Clifford
IRVING, Texas
David Lawrence Peavler
IRVING, Texas
Enrique Martin Vasquez
IRVING, Texas
Jeffrey Joel Klein
IRVING, Texas
Michael Anthony Pagano
DALLAS, Texas
Neal Edward Heifetz
IRVING, Texas
Richard Scott Rawlins
IRVING, Texas
Robert Colby Jackson
DALLAS, Texas
Roger Carlton Ochs
IRVING, Texas
Ruth Ann Papazian
IRVING, Texas
Steven Michael Watkins
IRVING, Texas
Wendy Wynette Walton
DALLAS, Texas
05

Office Locations

IRVING, Texas
11 advisors
DALLAS, Texas
4 advisors

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Data sourced from SEC Form ADV filings. AVANTAX ADVISORY SERVICES, INC. (CRD# 104556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.