Richard
Byank
Avantax Advisory Services
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About this Advisor
Richard Byank is a certified financial planner and chartered financial consultant who works out of Mount Arlington, New Jersey. Byank is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC and Avantax Insurance Agency And/Or Avantax Insurance Services. Byank maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Avantax Advisory Services is a financial advisory firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It manages $31 billion in assets among its 123,393 accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The business has 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 advisory fee schedules usually depend on the type of financial services. However, fee types charged by Avantax Advisory Services most likely consist 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
Richard Byank Work History
Richard has been registered as a financial advisor for 0 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Insurance Agency, LLC
Ameriprise Financial Services, 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 Richard Byank 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
Irving, TX
Milwaukee, WI
Fort Worth, TX
Duluth, GA
Lansdale, PA
Ann Arbor, MI
Melville, NY
Fullerton, CA
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.
