Avantax Advisory Services
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About this Advisor
Alexander Folken is a financial advisor who works out of Fullerton, California, with 1 year of industry experience. Folken works at Avantax Advisory Services. Throughout their career, they have worked at Nylife Securities, LLC, New York Life Insurance Company, Eagle Strategies LLC, Fidelity Personal And Workplace Advisors, Lpl Financial LLC, Stratos Wealth Partners, LTD, Fidelity Brokerage Services LLC, Husami & Associates, Avantax Investment Services Inc, Avantax Advisory Services and Avantax Insurance Services. Folken maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in California. Avantax Advisory Services is a financial advisory company that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in total assets across its 123,393 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services has a number 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 usually vary depending on which services the firm provides the client. However, fee types charged by Avantax Advisory Services can be comprised 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
Alexander Folken Work History
Alexander has been registered as a financial advisor for 1 years.*
Husami & Associates
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Services
Lpl Financial LLC
Stratos Wealth Partners, LTD
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Eagle Strategies LLC
Nylife Securities, LLC
New York Life Insurance Company
*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 Alexander Folken 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
Ann Arbor, MI
Ann Arbor, MI
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