Matthew
Stephens
Avantax Advisory Services
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About this Advisor
Matthew Stephens is a certified financial planner who works in Coppell, Texas, with 3 years of relevant experience. Stephens currently works for Avantax Advisory Services. Throughout their career, they have worked at Stephens Lawn And Landscape Services, LLC, Morgan Stanley, Us Army Reserve, Hd Vest Investment Services, Hd Vest Advisory Services, Zeiders Enterprises, Avantax Insurance Services, LLC, Edward Jones, Avantax Advisory Services, Avantax Investment Services, Inc, Avantax Advisory Serives, Bbva Wealth Solutions Inc and Bbva Securities Inc. Stephens has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets among its 123,393 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services has a wide array 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. Fees for financial advisory services largely depend on which services are offered. However, fees billed by Avantax Advisory Services may 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
Matthew Stephens Work History
Matthew has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Avantax Advisory Serives
Avantax Insurance Services, LLC
Us Army Reserve
Us Army Reserve
Edward Jones
Zeiders Enterprises
Avantax Advisory Services
Avantax Investment Services, Inc
Zeiders Enterprises
Hd Vest Investment Services
Hd Vest Advisory Services
Morgan Stanley
Bbva Wealth Solutions Inc
Bbva Securities Inc
Edward Jones
Stephens Lawn And Landscape Services, LLC
*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 Matthew Stephens 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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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.
