Peter
Soh

Avantax Advisory Services

CRD#4555562
Investment Advisor
in Los Angeles, CA

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About this Advisor

Peter Soh is a financial advisor who works out of Los Angeles, California with a total of 17 years of relevant experience. Soh is an advisor for Avantax Advisory Services. Over the course of their career, they have held roles at United Financial Services Of America, Personal Financial Services, Avantax Investment Services, Inc and Avantax Advisory Services. Soh has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Avantax Advisory Services is a registered investment business operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in assets under management between its 123,393 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services performs a diverse assortment 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 management typically depend on which services are provided. However, fee types charged by Avantax Advisory Services can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

17 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

6610 W 5Th Street
Los Angeles, CA 90048

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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

Peter Soh Work History

Peter has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Avantax Advisory Services

2005 - Present (19 years)

Avantax Investment Services, Inc

2002 - Present (22 years)

United Financial Services Of America

2002 - Present (22 years)

Personal Financial Services

*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 Peter Soh 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

Alexander Folken
Fullerton, CA
James Woodall
Coppell, TX
Shane Ellingson
Irving, TX
Travis Rivers
Mccordsville, IN
James Boyd
Wilmington, DE
Neil Nowitzke
Ann Arbor, MI
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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