Cesar
Toro
Avantax Advisory Services
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About this Advisor
Cesar Toro is a financial advisor operating in Lake Mary, Florida. Toro works at Avantax Advisory Services. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Hhcbr, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Mml Investors Services, LLC, Toro Accounting & Consulting Services LLC, Amg Accounting Solutions, LLC Dba Toro Cpa & Associates, Avantax Investment Services Inc, Avantax Advisory Services and Avantax Insurance Agency, LLC. Toro holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. 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 employees. It handles $31 billion in assets across its 123,393 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides 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. Fees for financial management usually depend on the type of financial services offered. 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
Cesar Toro Work History
Cesar has been registered as a financial advisor for 0 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Amg Accounting Solutions, LLC Dba Toro Cpa & Associates
Mml Investors Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Hhcbr
Ameriprise Financial Services, Inc
Toro Accounting & Consulting Services 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 Cesar Toro 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
Irving, TX
Coppell, TX
Fullerton, CA
Irving, TX
Lansdale, PA
Irving, TX
Ann Arbor, MI
Mccordsville, IN
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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