Avantax Advisory Services
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About this Advisor
Andrew Smith is a financial advisor based in Gadsden, Alabama, with 4 years of relevant experience. Smith is currently employed by Avantax Advisory Services. Their career trajectory has included roles at T Lamar Smith, CFP®, Avantax Investment Services, Inc, Jacksonville State University, Avantax Advisory Services and Kiwanis Club Of Gadsden Treasurer. Smith holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Alabama. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in assets across its 123,393 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on the type of financial services provided. However, fee types charged by Avantax Advisory Services can include any combination of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Andrew Smith Work History
Andrew has been registered as a financial advisor for 4 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Kiwanis Club Of Gadsden Treasurer
T Lamar Smith, CFP®
Jacksonville State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Andrew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.