Avantax Advisory Services

Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Bloom is a financial advisor who works in Atlanta, Georgia, with a total of 11 years in the industry. Bloom is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at Edward Jones, Charlotte Eagles Soccer Club, Atlanta Silverbacks Soccer Club, Toronto Football Club, Atlanta United Football Club, Lpl Financial LLC, Ifg Advisory, LLC, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Resurgens Investments, LLC, Georgia Alliance Football Club and Legacy Capital Advisors, LLC. Bloom maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Avantax Advisory Services is a company based out of Atlanta, Georgia. The company has offices in 1,710 locations and a total of 2,488 employees. It controls $34 billion in assets under management between its 111,856 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 111,856 accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs 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. Fees for financial management usually are based on which services the firm provides the client. However, fees charged by Avantax Advisory Services most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

4401 Northside Pkwy Nw Suite 900
Atlanta, GA 30327

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


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


GA Average: 49
Total Number of Accounts


GA Average: 2,315
Average Account Size


GA Average: $1,314,358

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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

Mark Bloom Work History

Mark has 11 years of experience.

2021 - Present (2 years)

Avantax Investment Services Inc

2021 - Present (2 years)

Avantax Advisory Services

2021 - Present (2 years)

Avantax Insurance Agency, LLC

2020 - Present (3 years)

Resurgens Investments, LLC

2020 - Present (3 years)

Resurgens Investments, LLC

2020 - Present (3 years)

Legacy Capital Advisors, LLC

2019 - Present (4 years)

Georgia Alliance Football Club

2020 - 2021 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Ifg Advisory, LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2017 (< 1 year)

Atlanta United Football Club

2013 - 2013 (< 1 year)

Atlanta Silverbacks Soccer Club

2013 - 2016 (3 years)

Toronto Football Club

2011 - 2012 (1 year)

Charlotte Eagles Soccer Club


Mark Bloom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Avantax Advisory Services

Jeffrey Nagel
East Patchogue, NY
Aaron Roessler
Grand Rapids, MN
Glen Ponzini
Wading River, NY
Wade Dillman
Bellville, TX
Victor Guadiana
Coppell, TX
George Siegel
Valencia, PA
Colleen Wallace
Eugene, OR
Jason Costner
Irving, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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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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