Avantax Advisory Services
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About this Advisor
Troy Castagna is a financial advisor who works in Valencia, California who has 17 years of relevant experience. Castagna is an employee of Avantax Advisory Services. Over the course of their career, Castagna has held roles at Troy Castagna Ea, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Augusta Financial, Inc and Red Circle Lodge Inc. Castagna has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Avantax Advisory Services is a firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets under management across its 123,393 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services provides 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. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services can include 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
Troy Castagna Work History
Troy has been registered as a financial advisor for 17 years.*
Augusta Financial, Inc
Red Circle Lodge Inc
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Troy Castagna Ea
*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 Troy Castagna 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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