David
Ryan
Avantax Advisory Services
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About this Advisor
David Ryan is a financial advisor who works in Chico, California who has 4 years of industry experience. Ryan is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at Avantax Advisory Services, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Insurance Services, Inc, 1St Global Capital Corp, Ryan & Associates and 1St Global Advisors, Inc. Ryan maintains a Series 66 license, certifying 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 company based out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets across its 123,393 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Avantax Advisory Services performs a broad array 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. Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Avantax Advisory Services most likely are comprised of any combination 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
$30,968,246,116
2,433
123,393
$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
David Ryan Work History
David has been registered as a financial advisor for 4 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Avantax Insurance Services, Inc
Ryan & Associates
1St Global Advisors, Inc
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 David Ryan 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
Irving, TX
Coppell, TX
Milwaukee, WI
Irving, TX
Lansdale, PA
Buffalo, NY
Duluth, GA
Coppell, TX
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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