Drake
Hess
Avantax Advisory Services
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About this Advisor
Drake Hess is a financial advisor based in Lancaster, South Carolina, working with Avantax Advisory Services. Drake has previously held positions at Founders Federal Credit Union, Sam's Club, Avantax Investment Services Inc, Avantax Advisory Services, Hess Financial Planning Inc, and Hess Tax & Accounting Group LLC. Drake has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Drake is part of Avantax Advisory Services, which operates out of Lancaster, South Carolina. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Drake Hess Work History
Hess Tax & Accounting Group LLC
Avantax Investment Services Inc
Avantax Advisory Services
Hess Financial Planning Inc
Founders Federal Credit Union
Sam'S Club
Disclosures
Please visit the SEC profile of Drake Hess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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