Kenneth
Demarco
Avantax Advisory Services
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About this Advisor
Kenneth Demarco is a financial advisor who works out of Frankfort, Illinois with a total of 8 years of industry experience. Demarco is on the advisory team at Avantax Advisory Services. The advisor has gained experience at Invesco Distributors, Inc, Pfs Investments Inc, Primerica Financial Services, Avantax Insurance Agency, LLC, Avantax Advisory Services and Avantax Investment Services, Inc. Demarco has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Avantax Advisory Services is a company that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in total assets across its 123,393 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a broad set 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 charged by financial advisors usually vary depending on the type of financial services offered. However, fee types billed by Avantax Advisory Services most likely 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
Kenneth Demarco Work History
Kenneth has been registered as a financial advisor for 8 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Pfs Investments Inc
Primerica Financial Services
Invesco Distributors, Inc
*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 Kenneth Demarco 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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