Ahmed
Zaki
Avantax Advisory Services
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About this Advisor
Ahmed Zaki is a financial advisor based out of Duluth, Georgia with a total of 19 years of industry experience. Zaki is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Ahmed H Zaki Cpa, Pc, Avantax Investment Services, Inc, Avantax Advisory Services, First Pinnacle Management Inc and First Pinnacle Financial Group Inc. Zaki has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Avantax Advisory Services is a business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets among its 123,393 accounts, placing it among the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has 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. A financial advisor's fees usually depend on the type of financial services. However, fee types charged by Avantax Advisory Services can consist of 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
Ahmed Zaki Work History
Ahmed has been registered as a financial advisor for 19 years.*
First Pinnacle Management Inc
First Pinnacle Financial Group Inc
Avantax Advisory Services
Avantax Investment Services, Inc
Ahmed H Zaki Cpa, Pc
*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 Ahmed Zaki 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
Mccordsville, IN
Duluth, GA
Irving, TX
Irving, TX
Lansdale, PA
Wilmington, DE
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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