Joseph
Matoney
Avantax Advisory Services
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About this Advisor
Joseph Matoney is a financial advisor working out of Wakefield, Rhode Island who has 9 years of relevant experience. Matoney is currently employed by Avantax Advisory Services. Over the course of their career, Matoney has held roles at Joseph P. Matoney Cpa, Avantax Investment Services, Inc, Avantax Insurance Agency, Inc, Avantax Advisory Services, Ohio National and Pacific Life Appointment. Matoney maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Avantax Advisory Services is a registered investment business operating 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 between its 123,393 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services offers 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 for financial management typically are based on which services the firm provides the client. Fee types billed by Avantax Advisory Services can be comprised of some combination 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
$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
Joseph Matoney Work History
Joseph has been registered as a financial advisor for 9 years.*
Pacific Life Appointment
Ohio National
Avantax Advisory Services
Avantax Insurance Agency, Inc
Avantax Investment Services, Inc
Joseph P. Matoney 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.
Disclosures
Please visit the SEC profile of Joseph Matoney 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
Spring Hill, TN
Atlanta, GA
Coppell, TX
Irving, TX
Lansdale, PA
Pasadena, CA
Duluth, GA
Pine River, MN
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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