Elvis
Medica
Avantax Advisory Services
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About this Advisor
Elvis Medica is a financial advisor based in Coppell, Texas with 1 year of industry experience. Medica currently works for Avantax Advisory Services. During their career, the advisor has held roles at Capital Brokerage Corp, Genworth Financial, Lincoln Investment Planning, Inc, Cetera Financial Specialists LLC, Assetmark, Inc, Cetera Advisors Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Summit Brokerage Services, Inc, Avantax Advisory Services, Avantax Investment Services, Inc and Lpl Financial LLC. Medica has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Avantax Advisory Services is an advisory business that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in assets under management between its 123,393 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services has a broad assortment 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. A financial advisor's fees usually vary depending on which service is provided. Fees billed by Avantax Advisory Services likely include 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
Elvis Medica Work History
Elvis has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Lpl Financial LLC
Cetera Financial Specialists LLC
Cetera Advisors Networks LLC
Cetera Advisors LLC
Cetera Investment Services LLC
First Allied Securities, Inc
Summit Brokerage Services, Inc
Assetmark, Inc
Lincoln Investment Planning, Inc
Capital Brokerage Corp
Genworth Financial
*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 Elvis Medica 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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