Melissa
Downing
Avantax Advisory Services
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About this Advisor
Melissa Downing is a financial advisor based out of Stillwater, Oklahoma with 7 years of industry experience. Downing is currently employed by Avantax Advisory Services. Downing has gained experience at Danny Cochran CFP® &Cpa, Avantax Investment Services, Inc, Golden Rule Insurance Company, Young Living Independent Distributor, Cochran Bell LLC and Avantax Advisory Services. Downing maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Oklahoma. Avantax Advisory Services is an advisory business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in assets under management among its 123,393 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. Avantax Advisory Services performs a number 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. A financial advisor's fees largely vary depending on the type of financial services offered. However, fee types billed by Avantax Advisory Services can be comprised of any 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
$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
Melissa Downing Work History
Melissa has been registered as a financial advisor for 7 years.*
Cochran Bell LLC
Young Living Independent Distributor
Young Living Independent Distributor
Avantax Advisory Services
Avantax Investment Services, Inc
Danny Cochran CFP® &Cpa
Golden Rule Insurance Company
*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 Melissa Downing 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
Fullerton, CA
Wilmington, DE
Irving, TX
Mccordsville, IN
Lansdale, PA
Irving, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
