Priya
Ragnauth-James
Avantax Advisory Services
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About this Advisor
Priya Ragnauth-James is a financial advisor based in Paducah, Kentucky, working with Avantax Advisory Services. Priya has previously held positions at M. Dean Owen, Cpa, Psc, Hannah Supply Co Inc, Guyana America Merchant Bank Inc, Avantax Investment Services Inc, and Avantax Advisory Services. Priya has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kentucky. Currently, Priya is part of Avantax Advisory Services, which operates out of Paducah, Kentucky. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Priya Ragnauth-James Work History
Avantax Advisory Services
Avantax Investment Services Inc
M. Dean Owen, Cpa, Psc
Hannah Supply Co Inc
Guyana America Merchant Bank Inc
Disclosures
Please visit the SEC profile of Priya Ragnauth-James 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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