Ming
Hu
Avantax Advisory Services
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About this Advisor
Ming Hu is a financial advisor operating out of Charlotte, North Carolina who has 5 years of relevant experience. Hu is currently employed by Avantax Advisory Services. Over the course of their career, Hu has held roles at Wilbanks Securities, Inc, Wilbanks Securities Advisory, Lasalle St Securities LLC, Lasalle St Investment Advisors LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Medico Corp. Life Insurance, Humana and United Healthcare. Hu maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Avantax Advisory Services is an advisory firm operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets under management across its 123,393 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. The business has a diverse set 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 fees usually vary depending on which service is provided. However, fee types billed by Avantax Advisory Services most likely are comprised 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
Ming Hu Work History
Ming has been registered as a financial advisor for 5 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Medico Corp. Life Insurance
Humana
United Healthcare
Lasalle St Securities LLC
Lasalle St Investment Advisors LLC
Wilbanks Securities, Inc
Wilbanks Securities Advisory
*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 Ming Hu 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
Coppell, TX
Irving, TX
Irving, TX
Lansdale, PA
Fort Worth, TX
Irving, TX
Ann Arbor, MI
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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