Melissa
Loner
Avantax Advisory Services
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About this Advisor
Melissa Loner is a financial advisor operating in Coppell, Texas. Loner is an employee of Avantax Advisory Services. Loner has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Ifp Securities, LLC, Independent Financial Partners, Avantax Planning Partners, Inc, Avantax Advisory Services and Avantax Investment Services, Inc. Loner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in assets between its 123,393 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a wide set 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 fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Avantax Advisory Services 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
Melissa Loner Work History
Melissa has been registered as a financial advisor for 0 years.*
Avantax Planning Partners, Inc
Avantax Advisory Services
Avantax Investment Services, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Ifp Securities, LLC
Independent Financial Partners
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, 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 Melissa Loner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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