Michael
Toy
Avantax Advisory Services
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About this Advisor
Michael Toy is a financial advisor working in San Jose, California with 1 year of relevant experience. Toy is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Lpl Financial LLC, Keypoint Credit Union, Pfg Advisors, Securities America, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Avantax Insurance Agency And/Or Avantax Insurance Services and Avantax Investment Services Inc. Toy maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Avantax Advisory Services is a financial advisory company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets across its 123,393 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number 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 largely vary depending on which service is provided. Fee types billed by Avantax Advisory Services can be comprised of some 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
Michael Toy Work History
Michael has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Investment Services Inc
Avantax Insurance Agency, LLC
Securities America, Inc
Pfg Advisors
Lpl Financial LLC
Keypoint Credit Union
Ameriprise Financial Services, Inc
*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 Michael Toy 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
Melville, NY
Irving, TX
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Lansdale, PA
Irving, TX
Ann Arbor, MI
Irving, 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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