Anthony
Pyle
Avantax Advisory Services
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About this Advisor
Anthony Pyle is a financial advisor operating out of Dayton, Ohio. Pyle is currently employed by Avantax Advisory Services. Over the course of their career, they have held roles at Pohlman, Talmage, Brown & Campbell Cpas, Inc, Hammerman, Graf, Hughes & Company, Kentner Sellers, Reynolds & Reynolds, Gutter Shutter, Concord University, Avantax Advisory Services and The Ohio Handyman & Remodeling Co. Pyle maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Ohio. Avantax Advisory Services is a financial advisory business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets under management between its 123,393 accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a wide 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. Financial management fee schedules typically are based on which services are offered. However, fee types billed by Avantax Advisory Services most likely include some blend 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
Anthony Pyle Work History
Anthony has been registered as a financial advisor for 0 years.*
Avantax Advisory Services
Pohlman, Talmage, Brown & Campbell Cpas, Inc
The Ohio Handyman & Remodeling Co
Pohlman, Talmage, Brown & Campbell Cpas, Inc
Hammerman, Graf, Hughes & Company
Kentner Sellers
Reynolds & Reynolds
Gutter Shutter
Concord University
*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 Anthony Pyle 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
Pasadena, CA
Coppell, TX
Wilmington, DE
Irving, TX
Irving, TX
Irving, TX
Dallas, 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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