Alex
Mayrand
Avantax Advisory Services
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About this Advisor
Alex Mayrand is a financial advisor based out of Minneapolis, Minnesota with 10 years of industry experience. Mayrand works at Avantax Advisory Services. During their career, the advisor has held roles at Avantax Investment Services, Inc, Avantax Advisory Services, Mrk Financial Solutions Inc and Avantax Insurance Agency, LLC. Mayrand maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Avantax Advisory Services is a registered investment firm based out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It manages $31 billion in assets under management among its 123,393 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a diverse array 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. Financial management fee schedules usually depend on which services are provided. However, fee types charged by Avantax Advisory Services can consist of some blend of 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
Alex Mayrand Work History
Alex has been registered as a financial advisor for 10 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Mrk Financial Solutions 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 Alex Mayrand 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
Ann Arbor, MI
Irving, TX
Ann Arbor, MI
Irving, TX
Lansdale, PA
Gadsden, AL
Dallas, TX
Irving, TX
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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