Thomas
Pound
Avantax Advisory Services
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About this Advisor
Thomas Pound is a financial advisor based in Cape Coral, Florida, working with Avantax Advisory Services. Thomas has previously held positions at Hd Vest Investment Services, Ida S Baker High School/Lee County Schools, H&R Block, Mill River Union High School, Avantax Investment Services, Inc, Krater & Associates, Lee County Schools, Liberty Tax, Avantax Insurance Agency, LLC, and Keller And Koczara. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Avantax Advisory Services, which operates out of Cape Coral, Florida. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Pound Work History
Keller And Koczara
Avantax Insurance Agency, LLC
Lee County Schools
Avantax Investment Services, Inc
Mill River Union High School
Liberty Tax
Krater & Associates
H&R Block
Hd Vest Investment Services
Ida S Baker High School/Lee County Schools
Disclosures
Please visit the SEC profile of Thomas Pound 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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