Deborah
Cooney
Avantax Advisory Services
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About this Advisor
Deborah Cooney is a financial advisor operating in Clearwater, Florida with a total of 7 years of industry experience. Cooney is an advisor for Avantax Advisory Services. Their career trajectory has included roles at Investacorp, Inc, Cooney Financial Inc, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Deborah And Scott Cooney, Avantax Advisory Services, Dac Medical LLC, Mulberry Sdc LLC and Lips Medical Associates LLC. Cooney has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Avantax Advisory Services is a company based in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It manages $31 billion in total assets between its 123,393 accounts, placing it among the biggest investment advisory firms in the United States 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 assets. The firm offers a broad assortment 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. Financial advisory fee schedules vary depending on which services are offered. However, fees charged by Avantax Advisory Services can 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
Deborah Cooney Work History
Deborah has been registered as a financial advisor for 7 years.*
Mulberry Sdc LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Deborah And Scott Cooney
Cooney Financial Inc
Cooney Financial Inc
Dac Medical LLC
Lips Medical Associates LLC
Investacorp, 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 Deborah Cooney 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
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Ann Arbor, MI
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Lansdale, PA
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Dallas, TX
Gadsden, AL
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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