Albert
Davidoo
Avantax Advisory Services
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About this Advisor
Albert Davidoo is a financial advisor based in Woodland Hills, California, working with Avantax Advisory Services. Albert has previously held positions at Albert Davidoo, Stevens, Davidoo & Nenney And Co, Albert Davidoo And Isavi, A Certified Public Accountant, Broadpan Properties LLC, Albert Davidoo And Company, A Certified Public Ac, Avantax Insurance Agency, LLC, Avantax Advisory Services, Avantax Insurance Agency And/Or Avantax Insurance Services, Avantax Investment Services, Inc, and David W Winsor Apartment Trust. Albert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Albert is part of Avantax Advisory Services, which operates out of Woodland Hills, California. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Albert Davidoo Work History
Avantax Insurance Agency And/Or Avantax Insurance Services
Albert Davidoo And Company , A Certified Public Ac
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Albert Davidoo, Stevens, Davidoo & Nenney And Co
David W Winsor Apartment Trust
Albert Davidoo And Isavi, A Certified Public Accountant
Broadpan Properties LLC
Disclosures
Please visit the SEC profile of Albert Davidoo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
