Vickie
Adams
Avantax Advisory Services
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About this Advisor
Vickie Adams is a financial advisor who works out of Denver, Colorado who has 6 years of relevant experience. Adams is an advisor for Avantax Advisory Services. Adams has gained experience at Avantax Investment Services, Inc, Avantax Advisory Services, Vickie Adams and Avantax Insurance Agency, LLC. Adams maintains a Series 63 license, certifying them as a securities agent, and can serve investors in Colorado. Avantax Advisory Services is an advisory business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in assets between its 123,393 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a wide range 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 usually depend on which services the firm provides the client. However, fee types charged by Avantax Advisory Services likely include 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
Vickie Adams Work History
Vickie has been registered as a financial advisor for 6 years.*
Avantax Advisory Services
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Vickie Adams
*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 Vickie Adams 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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