Carol
Chang

Avantax Advisory Services

CRD#5264939
Investment Advisor
in Foster City, CA

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About this Advisor

Carol Chang is a financial advisor based out of Foster City, California, with 16 years of work experience. Chang currently works for Avantax Advisory Services. Throughout their career, they have worked at Carol C. Chang Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, Residental Town House, Avantax Insurance Agency, LLC and Avantax Insurance Agency And/Or Avantax Insurance Services. Chang maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Avantax Advisory Services is a financial advisory firm that has its headquarters in Foster City, California. The firm has offices in 1,710 locations and a total of 2,488 people on staff. It controls $34 billion in total assets among its 111,856 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 111,856 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company offers 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 for financial advisory services largely vary depending on which services are offered. However, fee types billed by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

Disclosures

No

Office Location

Foster City, CA

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$34,340,503,208

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

2,488

CA Average: 49
Total Number of Accounts

111,856

CA Average: 2,315
Average Account Size

$307,006

CA Average: $1,314,358

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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

Carol Chang Work History

Carol has 16 years of experience.

2019 - Present (4 years)

Residental Town House

2008 - Present (15 years)

Avantax Advisory Services

2007 - Present (16 years)

Avantax Insurance Agency, LLC

2007 - Present (16 years)

Avantax Insurance Agency And/Or Avantax Insurance Services

2006 - Present (17 years)

Carol C. Chang Cpa

2006 - Present (17 years)

Avantax Investment Services, Inc

Disclosures

Carol Chang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Avantax Advisory Services

Joshua Beaugrand
South Milwaukee, WI
Markita Mcgill
Irving, TX
Jason Costner
Irving, TX
Wade Dillman
Bellville, TX
Victor Guadiana
Coppell, TX
George Siegel
Valencia, PA
Colleen Wallace
Eugene, OR
William Richardson
Houston, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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