Mark
Bloom
Avantax Advisory Services
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Avantax Advisory Services Brokerage Details
$34,340,503,208
2,488
111,856
$307,006
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Answer a few questions to get a personalized match.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.
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Resurgens Investments, LLC
Resurgens Investments, LLC
Legacy Capital Advisors, LLC
Georgia Alliance Football Club
Lpl Financial LLC
Ifg Advisory, LLC
Edward Jones
Atlanta United Football Club
Atlanta Silverbacks Soccer Club
Toronto Football Club
Charlotte Eagles Soccer Club
Disclosures
Mark Bloom has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Avantax Advisory Services
East Patchogue, NY
Grand Rapids, MN
Wading River, NY
Bellville, TX
Coppell, TX
Valencia, PA
Eugene, OR
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 profile-compliance@smartasset.com.
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