Miche
Needham
Avantax Advisory Services
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About this Advisor
Miche Needham is a financial advisor who works in Buffalo, New York with a total of 2 years of industry experience. Needham is an employee of Avantax Advisory Services. Throughout their career, Needham has worked at Lumsden & Mccormick, Llp, 1St Global Capital Corp, Avantax Investment Services, Inc and Avantax Advisory Services. Needham has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York. Avantax Advisory Services is a financial advisory firm that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in assets under management across its 123,393 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a broad set 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 for financial management typically are based on which service is provided. However, fee types billed by Avantax Advisory Services likely include some combination 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
123,393
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$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
Miche Needham Work History
Miche has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Lumsden & Mccormick, Llp
1St Global Capital Corp
*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 Miche Needham 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
Melville, NY
Irving, TX
Irving, TX
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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