Avantax Advisory Services
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About this Advisor
Jeanne Helmar is a financial advisor who works in Lansdale, Pennsylvania who has 9 years of industry experience. Helmar is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at H.D. Vest Investment Services, H.D. Vest Advisory Services, The Sierchio Financial Group, Joseph J Ochotny Jr. Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency LLC and Harmony Wealth Management. Helmar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Avantax Advisory Services is a company headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It has $31 billion in assets between its 123,393 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services provides 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 largely vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services likely include some blend 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
Jeanne Helmar Work History
Jeanne has been registered as a financial advisor for 9 years.*
Harmony Wealth Management
Joseph J Ochotny Jr. Cpa
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency LLC
H.D. Vest Investment Services
H.D. Vest Advisory Services
The Sierchio Financial Group
*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 Jeanne Helmar 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
Fort Worth, TX
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