Stephen
Thomas
Avantax Advisory Services
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About this Advisor
Stephen Thomas is a financial advisor based in Bohemia, New York, working with Avantax Advisory Services. Stephen has previously held positions at Avantax Advisory Services, Avantax Insurance Agency And/Or Avantax Insurance Services, and Avantax Investment Services, Inc. Stephen has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Stephen is part of Avantax Advisory Services, which operates out of Bohemia, New York. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stephen Thomas Work History
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Advisory Services
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Stephen Thomas 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
Mineral Wells, TX
Coppell, TX
Coppell, TX
Midland, TX
Schenectady, NY
Coppell, TX
Makawao, HI
Lomita, CA
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