Brian
Connally
Avantax Advisory Services
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About this Advisor
Brian Connally is a financial advisor based in Skiatook, Oklahoma, working with Avantax Advisory Services. Brian has previously held positions at Connally & Associaties Pc, Brian Connally Cpa, Inc, Avantax Investment Services, Inc, Snow Creek Ranch, LLC, Avantax Advisory Services, Invest Wealth Management, LLC, Yale 3101, LLC, and Yale 3109, LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma. Currently, Brian is part of Avantax Advisory Services, which operates out of Skiatook, Oklahoma. The firm has 1,923 offices and 2,278 employees. The firm manages assets totaling $46.1 billion and serves charitable organizations and 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, and educational seminars. The fee structure at Avantax Advisory Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$46,109,939,749
2,278
140,306
$328,638
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
Brian Connally Work History
Yale 3101, LLC
Yale 3109, LLC
Invest Wealth Management, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Snow Creek Ranch, LLC
Connally & Associaties Pc
Brian Connally Cpa, Inc
Disclosures
Please visit the SEC profile of Brian Connally 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
Schenectady, NY
Midlothian, TX
Phoenix, AZ
Buffalo, NY
Los Angeles, CA
Noblesville, IN
Aurora, CO
Wenatchee, WA
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