Walter
Pardo
Avantax Advisory Services
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About this Advisor
Walter Pardo is a financial advisor based in Liberty Corner, New Jersey. Pardo is currently employed by Avantax Advisory Services. The advisor has gained experience at Avantax Insurance Agency, LLC, First Allied Securities, Inc, First Allied Advisory Services, Inc, Independent Financial Group, LLC, Wfp Tax Partners, LLC, Avantax Advisory Services, Private Client Group Wfp LLC Dba Wealth Financial Partners and Avantax Investment Services Inc. Pardo maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in New Jersey. Avantax Advisory Services is a registered investment company based out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It oversees $31 billion in total assets between its 123,393 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. 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 advisory fees vary depending on which service is provided. Fee types billed by Avantax Advisory Services can be comprised of some combination 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
Walter Pardo Work History
Walter has been registered as a financial advisor for 0 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services Inc
Wfp Tax Partners, LLC
Private Client Group Wfp LLC Dba Wealth Financial Partners
Independent Financial Group, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
*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 Walter Pardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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