Richard
Mcnaughton
Avantax Advisory Services
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About this Advisor
Richard Mcnaughton is a financial advisor working in Centennial, Colorado with a total of 6 years of relevant experience. Mcnaughton currently works for Avantax Advisory Services. Mcnaughton has gained experience at Avantax Investment Services, Inc, Taxsavers Ii Financial Services, 4Th Ranger Training Battalion, Hq, 4Th Ranger Training Battalion, Maneuver Captain'S Career Course, 2Nd Battalion, 16Th Infantry Regiment (No Longer Exists), Avantax Advisory Services and Avantax Insurance Agency, LLC. Mcnaughton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado. 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 handles $31 billion in total assets across its 123,393 accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services has a diverse set 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. Fees charged by financial advisors usually are based on the type of services provided. However, fee types charged by Avantax Advisory Services likely include 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
Richard Mcnaughton Work History
Richard has been registered as a financial advisor for 6 years.*
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Taxsavers Ii Financial Services
Maneuver Captain'S Career Course
4Th Ranger Training Battalion, Hq
4Th Ranger Training Battalion
2Nd Battalion, 16Th Infantry Regiment (No Longer Exists)
*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 Richard Mcnaughton 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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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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