Arthur
Mixon

Avantax Advisory Services

CRD#5968583
Investment Advisor
in New Iberia, LA

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About this Advisor

Arthur Mixon is a financial advisor based in New Iberia, Louisiana, working with Avantax Advisory Services. Arthur has previously held positions at 1St Global Advisors Inc, 1St Global Capital Corp, Kolder Champagne Slaven & Company, Avantax Insurance Services, Avantax Advisory Services, Avantax Investment Services, Inc, and Kcs Wealth Advisors, LLC Dba Kore Financial Group. Arthur has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Arthur is part of Avantax Advisory Services, which operates out of New Iberia, Louisiana. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

450 East Main
New Iberia, LA 70562

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

LA Average: $3,042,739,679
Total Number of Employees

2,478

LA Average: 49
Total Number of Accounts

131,534

LA Average: 2,315
Average Account Size

$316,996

LA Average: $1,314,358

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

Arthur Mixon Work History

2019 - Present (5 years)

Avantax Advisory Services

2019 - Present (5 years)

Avantax Investment Services, Inc

2014 - Present (10 years)

Avantax Insurance Services

2007 - Present (17 years)

Kcs Wealth Advisors, LLC Dba Kore Financial Group

2006 - Present (18 years)

Kolder Champagne Slaven & Company

2011 - 2019 (8 years)

1St Global Advisors Inc

2011 - 2019 (8 years)

1St Global Capital Corp

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Disclosures

Please visit the SEC profile of Arthur Mixon 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

Joseph Webster
Baytown, TX
Martin Durbin
Mineral Wells, TX
Caitlyn Tierney
Ocean City, MD
Keri Vaught
Midland, TX
Gina Bustos
Round Rock, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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