Thomas
Northey
Avantax Advisory Services
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About this Advisor
Thomas Northey is a financial advisor who works out of Frankfort, Illinois with 7 years of industry experience. Northey is an advisor for Avantax Advisory Services. Over the course of their career, they have held roles at Primerica Financial Services, Pfs Investments Inc, Crown Lift Trucks, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Tmna Wilwin Corp, Avantax Advisory Services and Avantax Insurance Agency And/Or Avantax Insurance Services. Northey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Avantax Advisory Services is a financial advisory firm based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It administers $31 billion in assets between its 123,393 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company has 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees billed 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
Thomas Northey Work History
Thomas has been registered as a financial advisor for 7 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Crown Lift Trucks
Tmna Wilwin Corp
Avantax Insurance Agency, LLC
Primerica Financial Services
Pfs Investments 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 Thomas Northey 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
Melville, NY
Irving, TX
Irving, TX
Irving, TX
Irving, TX
Ann Arbor, MI
Gadsden, AL
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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