Thomas
Pound

Avantax Advisory Services

CRD#5914938
Investment Advisor
in Cape Coral, FL

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About this Advisor

Thomas Pound is a financial advisor based in Cape Coral, Florida, with a total of 6 years of relevant experience. Pound is an employee of Avantax Advisory Services. Throughout their career, they have worked at Edward Jones, 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. Pound maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. 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 employees. It handles $31 billion in total assets among its 123,393 client accounts, placing it among the biggest firms in the nation 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. Avantax Advisory Services offers a number 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 usually are based on the type of financial services offered. Fee types billed by Avantax Advisory Services likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

429 Se 4Th Place
Cape Coral, FL 33990

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

FL Average: $3,042,739,679
Total Number of Employees

2,433

FL Average: 49
Total Number of Accounts

123,393

FL Average: 2,315
Average Account Size

$250,972

FL Average: $1,314,358

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

Thomas Pound Work History

Thomas has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Keller And Koczara

2020 - Present (4 years)

Avantax Insurance Agency, LLC

2017 - Present (7 years)

Lee County Schools

2016 - Present (8 years)

Avantax Investment Services, Inc

2015 - Present (9 years)

Mill River Union High School

2019 - 2021 (2 years)

Liberty Tax

2018 - 2019 (1 year)

Krater & Associates

2016 - 2016 (< 1 year)

H&R Block

2014 - 2014 (< 1 year)

Hd Vest Investment Services

2013 - 2015 (2 years)

Ida S Baker High School/Lee County Schools

2012 - 2013 (1 year)

Edward Jones

*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 Thomas Pound 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

Lacey Barger
Lawton, OK
Matthew Schanz
Irving, TX
Erika Landavazo
Chandler, AZ
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Rosa Rosales
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Shane Ellingson
Irving, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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