Antonio
Alvarez
Avantax Advisory Services
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About this Advisor
Antonio Alvarez is a financial advisor based in Coppell, Texas, working with Avantax Advisory Services. Antonio has previously held positions at Hd Vest Insurance Agency Inc, Alvarez Tax Service LLC Dba Ats Consulting, Hd Vest Investment Services, Jac Property Maintenance Services Inc, Transamerica Financial Advisors, Inc, Ats Payroll Solutions LLC, Cachorro Investments LLC, Avantax Advisory Services, Avantax Investment Services Inc, Ante Investments LLC, Chewy Investments LLC, A & M Investments LLC, Alvarez-Soto Ats Insurance Service Inc, Avantax Insurance Agency And/Or Avantax Insurance Services, and Avantax Insurance Agency, LLC. Antonio has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Antonio is part of Avantax Advisory Services, which operates out of Coppell, Texas. 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
Antonio Alvarez Work History
Avantax Advisory Services
Avantax Investment Services Inc
Alvarez-Soto Ats Insurance Service Inc
Alvarez-Soto Ats Insurance Service Inc
Ats Payroll Solutions LLC
Chewy Investments LLC
A & M Investments LLC
Cachorro Investments LLC
Ante Investments LLC
Alvarez Tax Service LLC Dba Ats Consulting
Jac Property Maintenance Services Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Insurance Agency, LLC
Transamerica Financial Advisors, Inc
Ats Payroll Solutions LLC
Cachorro Investments LLC
Chewy Investments LLC
A & M Investments LLC
Hd Vest Insurance Agency Inc
Hd Vest Investment Services
Alvarez Tax Service LLC Dba Ats Consulting
Ante Investments LLC
Disclosures
Please visit the SEC profile of Antonio Alvarez 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
Danville, CA
Champlin, MN
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
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