Avantax Advisory Services
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About this Advisor
Jeffrey Deissler is a financial advisor who works out of Southampton, Pennsylvania with a total of 6 years of industry experience. Deissler is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at Avantax Investment Services, Inc, Independent Tax And Financial Plan and Avantax Advisory Services. Deissler holds a Series 63 license, qualifying them as a securities representative, and is approved to work in Pennsylvania. Avantax Advisory Services is a company based out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in assets under management among its 123,393 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. 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 services provided. However, fees charged by Avantax Advisory Services can consist 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
Jeffrey Deissler Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Independent Tax And Financial Plan
*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 Jeffrey Deissler 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
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