Janice
Borsch

Avantax Advisory Services

CRD#4802429
Investment Advisor
in Santa Maria, CA

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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

Series 66

Years Registered*

11 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

Office Location

Santa Maria, CA

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

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

Janice Borsch Work History

Janice has been registered as a financial advisor for 11 years.*

2017 - Present (7 years)

Dan Borsch Insurance Agency

2014 - Present (10 years)

Bt Wealth Management Services Inc

2012 - Present (12 years)

Avantax Advisory Services

2011 - Present (13 years)

Avantax Investment Services, Inc

2011 - Present (13 years)

Avantax Insurance Agency, LLC

1993 - Present (31 years)

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.

Disclosures

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

Joseph Averett
Fort Worth, TX
James Dowdy
Duluth, GA
Alexander Folken
Fullerton, CA
Denissia Gordon
Dallas, TX
Jeanne Helmar
Lansdale, PA
Brandon Melton
Irving, TX
Nicholas Randone
Melville, NY
Travis Rivers
Mccordsville, IN

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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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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