Lois
Miskinis
Avantax Advisory Services
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About this Advisor
Lois Miskinis is a financial advisor based out of Greenfield, Massachusetts who has 29 years of relevant experience. Miskinis works at Avantax Advisory Services. Miskinis has gained experience at Self-Employed: L.A.M. Business & Tax Ser, Avantax Investment Services, Inc and Avantax Advisory Services. Miskinis has a Series 63 license, designating them as a securities representative, and can work in Massachusetts. 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 financial advisors. It manages $31 billion in total assets across its 123,393 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Avantax Advisory Services performs a number of services, such as 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 charged by financial advisors usually are based on the financial services offered. However, fees billed 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
Lois Miskinis Work History
Lois has been registered as a financial advisor for 29 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Self-Employed: L.A.M. Business & Tax Ser
*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 Lois Miskinis 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
Mccordsville, IN
Fullerton, CA
Irving, TX
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Lansdale, PA
Gadsden, AL
Dallas, TX
Ann Arbor, MI
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