Avantax Advisory Services
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About this Advisor
Janice Borsch is a financial advisor operating in Santa Maria, California who has 11 years of industry experience. Borsch is an employee of Avantax Advisory Services. Throughout their career, Borsch has worked at Janice N Borsch, Cpa, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services, Bt Wealth Management Services Inc and Dan Borsch Insurance Agency. Borsch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in assets across its 123,393 accounts, making it one of the biggest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse 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. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Avantax Advisory Services can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Janice Borsch Work History
Janice has been registered as a financial advisor for 11 years.*
Dan Borsch Insurance Agency
Bt Wealth Management Services Inc
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Janice N Borsch, Cpa
*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.
Please visit the SEC profile of Janice Borsch 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
Fort Worth, TX
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