Tzeking
Chan

Avantax Advisory Services

CRD#4739992
Investment Advisor
in Campbell, CA

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About this Advisor

Tzeking Chan is a financial advisor based out of Campbell, California with 3 years of relevant experience. Chan works at Avantax Advisory Services. During their career, Chan has held roles at Magid Accountancy Corporation, 1St Global Capital, Corp, 1St Global Advisors, Inc, Avantax Advisory Services, Avantax Investment Services, Inc, Authentic Feng Shui Consulting LLC, Skytree Tax Services and Thielen & Associates, Inc. Chan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets among its 123,393 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on which services are provided. However, fee types charged by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

591 West Hamilton Suite 201
Campbell, CA 95008

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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

Tzeking Chan Work History

Tzeking has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Avantax Investment Services, Inc

2019 - Present (5 years)

Avantax Advisory Services

2019 - Present (5 years)

Thielen & Associates, Inc

2019 - 2019 (< 1 year)

1St Global Capital, Corp

2019 - 2019 (< 1 year)

1St Global Advisors, Inc

2019 - 2019 (< 1 year)

Avantax Advisory Services

2019 - 2019 (< 1 year)

Avantax Investment Services, Inc

2018 - 2019 (1 year)

Magid Accountancy Corporation

2018 - 2018 (< 1 year)

Skytree Tax Services

2016 - 2017 (1 year)

Authentic Feng Shui Consulting LLC

*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 Tzeking Chan 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

Casey Radke
Irving, TX
Alexander Folken
Fullerton, CA
Shane Ellingson
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Neil Nowitzke
Ann Arbor, MI
Annie Fruge
Irving, 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.

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