Brandon
Melton

Avantax Advisory Services

CRD#5109853
Investment Advisor
in Irving, TX

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About this Advisor

Brandon Melton is a financial advisor operating out of Irving, Texas with 4 years of industry experience. Melton is an advisor for Avantax Advisory Services. Throughout their career, they have worked at Avantax Investment Services, Inc, Avantax Advisory Services, 1St Global Advisors Inc and 1St Global Capital Corp. Melton holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Texas. Avantax Advisory Services is a financial advisory firm operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It manages $31 billion in total assets between its 123,393 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a wide array 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by Avantax Advisory Services can consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

6333 North State Highway 161 4Th Floor
Irving, TX 75038

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

TX Average: $3,042,739,679
Total Number of Employees

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX Average: $1,314,358

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

Brandon Melton Work History

Brandon has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Avantax Investment Services, Inc

2019 - Present (5 years)

Avantax Advisory Services

2013 - 2019 (6 years)

1St Global Advisors Inc

2013 - 2019 (6 years)

1St Global Capital Corp

*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 Brandon Melton 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

Shane Ellingson
Irving, TX
James Boyd
Wilmington, DE
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Casey Radke
Irving, TX
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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