Ronald
Speakman

Avantax Advisory Services

CRD#4307308
Investment Advisor
in Irving, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Speakman is a financial advisor working in Irving, Texas who has 4 years of industry experience. Speakman is currently employed by Avantax Advisory Services. Their career trajectory has included roles at 1St Global Capital Corp, Ron Speakman, Cpa, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Agency And/Or Avantax Insurance Services. Speakman has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Avantax Advisory Services is a registered investment business headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in total assets among its 123,393 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. Avantax Advisory Services offers a number 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 usually depend on the services. However, fees charged by Avantax Advisory Services likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

4 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

6333 North State Highway 161 4Th Floor
Irving, TX 75038

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX 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

Ronald Speakman Work History

Ronald has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Avantax Insurance Agency And/Or Avantax Insurance Services

2019 - Present (5 years)

Avantax Investment Services, Inc

2019 - Present (5 years)

Avantax Advisory Services

2004 - Present (20 years)

Ron Speakman, Cpa

2004 - Present (20 years)

Avantax Insurance Services, Inc

2004 - 2019 (15 years)

1St Global Advisors, Inc

2003 - 2019 (16 years)

1St Global Capital Corp

*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 Ronald Speakman 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

Annie Fruge
Irving, TX
Nicholas Randone
Melville, NY
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Rosa Rosales
Irving, TX
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started