Alfred
Ponder

Avantax Advisory Services

CRD#2315144
Investment Advisor
in Atlanta, GA

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About this Advisor

Alfred Ponder is a financial advisor based in Atlanta, Georgia, working with Avantax Advisory Services. Alfred has previously held positions at Suntrust Investment Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, and The Ponder Private Wealth Group. Alfred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Alfred is part of Avantax Advisory Services, which operates out of Atlanta, Georgia. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2147 Beecher Road Sw Suite C
Atlanta, GA 30311

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

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

2,478

GA Average: 49
Total Number of Accounts

131,534

GA Average: 2,315
Average Account Size

$316,996

GA 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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alfred Ponder Work History

2016 - Present (8 years)

Avantax Investment Services, Inc

2016 - Present (8 years)

Avantax Advisory Services

2016 - Present (8 years)

Avantax Insurance Agency, LLC

2016 - Present (8 years)

The Ponder Private Wealth Group

2010 - 2016 (6 years)

Suntrust Investment Sevices, Inc

Disclosures

Please visit the SEC profile of Alfred Ponder 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

Sean Wilhelmy
Danville, CA
Joseph Webster
Baytown, TX
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Caitlyn Tierney
Ocean City, MD
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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