Michael
Faneca

Avantax Advisory Services

CRD#6210355
Investment Advisor
in Biloxi, MS

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About this Advisor

Michael Faneca is a financial advisor working out of Biloxi, Mississippi, with 4 years of relevant experience. Faneca is an employee of Avantax Advisory Services. Over the course of their career, Faneca has held roles at New York Life Ins Co, Lacoste/Devanlay, Nylife Securities LLC, Inwritings, Avantax Investment Services, Inc, Ea Renfroe, Howell Cpa, Pa, Avantax Insurance Agency, LLC and Avantax Advisory Services. Faneca maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Mississippi. Avantax Advisory Services is a financial advisory firm operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets between its 123,393 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a diverse 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. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2598 Pass Road Suite F
Biloxi, MS 39531

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

MS Average: 49
Total Number of Accounts

123,393

MS Average: 2,315
Average Account Size

$250,972

MS 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
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Faneca Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Avantax Advisory Services

2018 - Present (6 years)

Avantax Investment Services, Inc

2018 - Present (6 years)

Avantax Insurance Agency, LLC

2018 - 2018 (< 1 year)

Ea Renfroe

2018 - 2018 (< 1 year)

Howell Cpa, Pa

2016 - 2017 (1 year)

Inwritings

2013 - 2017 (4 years)

New York Life Ins Co

2013 - 2017 (4 years)

Nylife Securities LLC

2011 - 2013 (2 years)

Lacoste/Devanlay

*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 Michael Faneca 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

Travis Rivers
Mccordsville, IN
Annie Fruge
Irving, TX
Nicholas Randone
Melville, NY
Casey Radke
Irving, TX
Jeanne Helmar
Lansdale, PA
Rosa Rosales
Irving, TX
Denissia Gordon
Dallas, TX
Shane Ellingson
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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