Basheer
Husami

Avantax Advisory Services

CRD#5594107
Investment Advisor
in Irving, TX

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About this Advisor

Basheer Husami is a certified financial planner based in Irving, Texas with 4 years of industry experience. Husami is an advisor for Avantax Advisory Services. Their career trajectory has included roles at 1St Global Capital Corp, Husami & Associates, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Advisory Services and Avantax Investment Services, Inc. Husami holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Avantax Advisory Services is a financial advisory company operating out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets across its 123,393 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a broad range of services, including 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 vary depending on which services the firm provides the client. Fee types charged by Avantax Advisory Services can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

6333 North State Highway 161 4Th Floor
Irving, TX 75038

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX 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
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Basheer Husami Work History

Basheer has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Avantax Advisory Services

2019 - Present (5 years)

Avantax Investment Services, Inc

2009 - Present (15 years)

Husami & Associates

2009 - Present (15 years)

Avantax Insurance Services, Inc

2009 - 2019 (10 years)

1St Global Capital Corp

2009 - 2019 (10 years)

1St Global Advisors, Inc

*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.

Disclosures

Please visit the SEC profile of Basheer Husami 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

Shane Ellingson
Irving, TX
Nicholas Randone
Melville, NY
Annie Fruge
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Rosa Rosales
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Gabriel Sandler
Ann Arbor, MI

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 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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