Javier
Suarez
Avantax Advisory Services
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About this Advisor
Javier Suarez is a financial advisor based out of Frankfort, Illinois with a total of 7 years of industry experience. Suarez works at Avantax Advisory Services. Throughout their career, they have worked at Primerica Financial Services, Pfs Investments Inc, Jfsuarez Consulting, LLC, Marathon Pharmaceuticals, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Strategize Wealth Management Group, Inc, Avantax Insurance Agency, LLC, Strategize Tax Services LLC, Javier Suarez- Consultant and West Therapeutic Development. Suarez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Illinois. Avantax Advisory Services is a company that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets under management among its 123,393 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The company 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. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types 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
Javier Suarez Work History
Javier has been registered as a financial advisor for 7 years.*
Strategize Tax Services LLC
Javier Suarez- Consultant
Avantax Advisory Services
Strategize Wealth Management Group, Inc
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
West Therapeutic Development
Marathon Pharmaceuticals, LLC
Jfsuarez Consulting, LLC
Pfs Investments Inc
Primerica Financial Services
*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 Javier Suarez 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
Mccordsville, IN
Ann Arbor, MI
Irving, TX
Lansdale, PA
Irving, TX
Dallas, TX
Gadsden, AL
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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