Mark
Bloom
Avantax Advisory Services
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About this Advisor
Mark Bloom is a financial advisor who works in Atlanta, Georgia who has 2 years of industry experience. Bloom is on the advisory team at Avantax Advisory Services. Bloom has gained experience at Edward Jones, 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, Georgia Alliance Football Club, Resurgens Investments, LLC and Legacy Capital Advisors, LLC. Bloom holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets across its 123,393 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The firm performs a diverse array 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. Financial advisory fees largely vary depending on the services offered. Fee types charged by Avantax Advisory Services may include 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
Mark Bloom Work History
Mark has been registered as a financial advisor for 2 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, 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
*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 Mark Bloom 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
Fort Worth, TX
Irving, TX
Irving, TX
Irving, TX
Lansdale, PA
Duluth, GA
Dallas, TX
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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