Ogden
Page

Avantax Advisory Services

CRD#1944114
Investment Advisor
in Los Angeles, CA

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About this Advisor

Ogden Page is a financial advisor working in Los Angeles, California with a total of 19 years of relevant experience. Page is an advisor for Avantax Advisory Services. During their career, Page has held roles at Ogden Page Accountancy Corporation, Avantax Investment Services, Inc, Burlgarian-American Chamber Of Commerce, U.S. Endowment For Financial Education and Avantax Advisory Services. Page has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Avantax Advisory Services is an advisory firm headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in assets across its 123,393 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services provides a wide range of services, such as 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 for financial advisory services vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 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

6464 W Sunset Blvd #840
Los Angeles, CA 90028

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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

Ogden Page Work History

Ogden has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Avantax Investment Services, Inc

2004 - Present (20 years)

Avantax Advisory Services

1995 - Present (29 years)

Ogden Page Accountancy Corporation

1996 - 2013 (17 years)

U.S. Endowment For Financial Education

1993 - 2013 (20 years)

Burlgarian-American Chamber Of Commerce

*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 Ogden Page 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

Shane Ellingson
Irving, TX
Alexander Folken
Fullerton, CA
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

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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