Fabian
Smith
Avantax Advisory Services
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About this Advisor
Fabian Smith is a financial advisor who works out of Westchester, Illinois, with 3 years of industry experience. Smith currently works for Avantax Advisory Services. Smith has gained experience at At&T, Ibm, Avantax Advisory Services, Avantax Investment Services, Inc, Blue Skies Financial Advisors LLC, Turbo Tax and The Cona Group Inc. Smith has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Avantax Advisory Services is a company 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 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. Avantax Advisory Services performs a wide array of services, such as 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 typically vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services likely consist of 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
Fabian Smith Work History
Fabian has been registered as a financial advisor for 3 years.*
Blue Skies Financial Advisors LLC
Turbo Tax
Avantax Advisory Services
Avantax Investment Services, Inc
The Cona Group Inc
Ibm
At&T
*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 Fabian Smith 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
Irving, TX
Irving, TX
Ann Arbor, MI
Dallas, TX
Irving, TX
Gadsden, AL
Irving, TX
Ann Arbor, MI
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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