David
Krichevsky
Avantax Advisory Services
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About this Advisor
David Krichevsky is a certified financial planner based out of Beaverton, Oregon who has 18 years of relevant experience. Krichevsky is an employee of Avantax Advisory Services. During their career, Krichevsky has held roles at David L Krichevsky, Avantax Investment Services, Inc, Avantax Advisory Services and Thales Inc. Krichevsky maintains a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Oregon. Avantax Advisory Services is an advisory firm headquartered in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 people on staff. It has $31 billion in total assets among its 123,393 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Avantax Advisory Services performs a number 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. Fees charged by financial advisors typically are based on the type of services offered. Fees charged by Avantax Advisory Services 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
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
123,393
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$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
David Krichevsky Work History
David has been registered as a financial advisor for 18 years.*
Thales Inc
Avantax Advisory Services
Avantax Investment Services, Inc
David L Krichevsky
*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 David Krichevsky 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
Irving, TX
Pine River, MN
Irving, TX
Lansdale, PA
Duluth, GA
Ann Arbor, MI
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.
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