Byron
Ishiwata
Avantax Advisory Services
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About this Advisor
Byron Ishiwata is a financial advisor operating in Campbell, California with a total of 4 years of industry experience. Ishiwata is an employee of Avantax Advisory Services. Ishiwata has gained experience at Avantax Advisory Services, Avantax Investment Services, Inc, Avantax Insurance Agency LLC, Avantax Insurance Services, Inc, Johanson & Yau, 1St Global Capital Corp and 1St Global Advisors. Ishiwata holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in 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 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a wide range 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 for financial management typically vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services can consist of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
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123,393
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$250,972
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
Byron Ishiwata Work History
Byron has been registered as a financial advisor for 4 years.*
Avantax Insurance Agency LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Services, Inc
Johanson & Yau
1St Global Advisors
1St Global Capital Corp
*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 Byron Ishiwata 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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