Avantax Advisory Services
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About this Advisor
Stephen Johns is a financial advisor who works out of Valencia, California, with 6 years of relevant experience. Johns is an advisor for Avantax Advisory Services. Their career trajectory has included roles at Kenwood LLC Property Management, Martin Wealth Management, Avantax Investment Services, Inc, Madmen Capital, Martin & Company, Avantax Advisory Services and Martin & Company Tax And Wealth Advisors. Johns maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Avantax Advisory Services is a company operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It has $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 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a diverse array 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 largely are based on which service is offered. However, fees billed by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Stephen Johns Work History
Stephen has been registered as a financial advisor for 6 years.*
Avantax Advisory Services
Martin & Company
Avantax Investment Services, Inc
Kenwood LLC Property Management
Martin & Company Tax And Wealth Advisors
Martin Wealth Management
*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.
Please visit the SEC profile of Stephen Johns 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
Ann Arbor, MI
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