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 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

Series 66

Years Registered*

2 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

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.*

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)

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

*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.


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

Mark Stack
Buffalo, NY
Elizabeth Mccormack
Irving, TX
Ryan Newton
Irving, TX
San Cheong
Lake Forest, CA
Jeanne Helmar
Lansdale, PA
Frederick Jackson
Irving, TX
James Dowdy
Duluth, GA
James Woodall
Coppell, 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

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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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