Rodney
Fountain

Avantax Advisory Services

CRD#4686691
Investment Advisor
in Ocean Springs, MS

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About this Advisor

Rodney Fountain is a financial advisor based in Ocean Springs, Mississippi who has 3 years of relevant experience. Fountain currently works for Avantax Advisory Services. Over the course of their career, they have held roles at Rodney M Fountain Cpa Pa, Legend Equities Corporation, Lincoln Investment, Avantax Invesment Services, Inc, Avantax Advisory Services, Avantax Insurance Ageny LLC, Legend Advisory, LLC and Rodney Fountain Properties, LLC. Fountain maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Mississippi. Avantax Advisory Services is an advisory company operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in assets between its 123,393 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Avantax Advisory Services offers 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. Financial management fee schedules largely vary depending on which service is offered. However, fees billed by Avantax Advisory Services likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

6417 Washington Ave
Ocean Springs, MS 39564

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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

Rodney Fountain Work History

Rodney has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Avantax Invesment Services, Inc

2020 - Present (4 years)

Avantax Advisory Services

2020 - Present (4 years)

Avantax Insurance Ageny LLC

2009 - Present (15 years)

Rodney Fountain Properties, LLC

2008 - Present (16 years)

Rodney M Fountain Cpa Pa

2017 - 2020 (3 years)

Lincoln Investment

2009 - 2017 (8 years)

Legend Equities Corporation

2009 - 2019 (10 years)

Legend Advisory, 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 Rodney Fountain 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

Alexander Folken
Fullerton, CA
James Woodall
Coppell, TX
Shane Ellingson
Irving, TX
Travis Rivers
Mccordsville, IN
James Boyd
Wilmington, DE
Neil Nowitzke
Ann Arbor, MI
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

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.

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