Steven
Nartker
Avantax Advisory Services
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About this Advisor
Steven Nartker is a personal financial specialist who works out of San Diego, California who has 3 years of relevant experience. Nartker is currently employed by Avantax Advisory Services. Over the course of their career, they have held roles at San Diego Loans, Hd Vest Investment Services, H.D.Vest Advisory Services, Inc, Steven L Nartkter, Cpa Apc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Steven L Nartker, Cpa, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Agency, LLC. Nartker holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in California. Avantax Advisory Services is an advisory business headquartered in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in assets 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% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a wide set 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 advice depend on which services are provided. However, fees billed by Avantax Advisory Services may include some blend 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
Steven Nartker Work History
Steven has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Steven L Nartker, Cpa
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Steven L Nartkter, Cpa Apc
Hd Vest Investment Services
H.D.Vest Advisory Services, Inc
San Diego Loans
*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 Steven Nartker 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
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Irving, TX
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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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