Kevin
Boland
Avantax Advisory Services
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About this Advisor
Kevin Boland is a financial advisor working out of Pittsburgh, Pennsylvania with a total of 10 years of relevant experience. Boland currently works for Avantax Advisory Services. During their career, Boland has held roles at Donnelly-Boland And Assoc, Alliance For Infant & Toddlers, Human Services Admin, Gateway Rehabilitation, Donnelly-Boland Tax Service, Clermont Property, Seton-Lasalle Catholic High School, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Seton-La Salle Catholic High School, Fiduciary Appointment and Daniel L. Kelly Properties Lp. Boland has a Series 63 license, certifying them as a securities representative, and is able to work in Pennsylvania. Avantax Advisory Services is a business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in assets under management among its 123,393 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm has a wide range 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. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Avantax Advisory Services most likely include 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
Kevin Boland Work History
Kevin has been registered as a financial advisor for 10 years.*
Fiduciary Appointment
Seton-La Salle Catholic High School
Daniel L. Kelly Properties Lp
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Donnelly-Boland Tax Service
Clermont Property
Gateway Rehabilitation
Donnelly-Boland And Assoc
Alliance For Infant & Toddlers
Human Services Admin
Seton-Lasalle Catholic High School
*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 Kevin Boland 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
Fullerton, CA
Melville, NY
Dallas, TX
Lansdale, PA
Mccordsville, IN
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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