Albert
Davidoo

Avantax Advisory Services

CRD#4200859
Investment Advisor
in Woodland Hills, CA

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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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

21800 Oxnard Street Suite 200
Woodland Hills, CA 91367

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

CA Average: $3,042,739,679
Total Number of Employees

2,478

CA Average: 49
Total Number of Accounts

131,534

CA Average: 2,315
Average Account Size

$316,996

CA Average: $1,314,358

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

2021 - Present (3 years)

Avantax Insurance Agency And/Or Avantax Insurance Services

2017 - Present (7 years)

Albert Davidoo And Company , A Certified Public Ac

2002 - Present (22 years)

Avantax Insurance Agency, LLC

2002 - Present (22 years)

Avantax Advisory Services

2000 - Present (24 years)

Avantax Investment Services, Inc

1983 - Present (41 years)

Albert Davidoo, Stevens, Davidoo & Nenney And Co

2017 - 2020 (3 years)

David W Winsor Apartment Trust

2011 - 2016 (5 years)

Albert Davidoo And Isavi, A Certified Public Accountant

2004 - 2017 (13 years)

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.

Financial Advisors at Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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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.

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