Avantax Advisory Services
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About this Advisor
Anthony Russo is a certified financial planner operating in Pottstown, Pennsylvania who has 13 years of industry experience. Russo is an advisor for Avantax Advisory Services. Over the course of their career, Russo has held roles at Anthony Russo Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, Hd Vest Insurance Agency Inc and Avantax Insurance Services. Russo holds a Series 63 license, which qualifies them as a securities agent, and can work in Pennsylvania. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It has $31 billion in assets under management among its 123,393 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services offers 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Anthony Russo Work History
Anthony has been registered as a financial advisor for 13 years.*
Avantax Advisory Services
Avantax Insurance Services
Avantax Investment Services, Inc
Hd Vest Insurance Agency Inc
Anthony Russo Cpa
*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.
Please visit the SEC profile of Anthony Russo 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
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 email@example.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.