Brian
Stephens
Avantax Advisory Services
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About this Advisor
Brian Stephens is a financial advisor who works out of Baytown, Texas with 27 years of relevant experience. Stephens is currently employed by Avantax Advisory Services. Over the course of their career, they have held roles at Davis & Associates Cpa Firm, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Services, LLC, Halloway And Associates, 2214 Post Office LLC, Jv Tank Lines LLC, Royal Crest Office Association, Integrated Tax And Wealth Strategies, 2707 W Baker Rd LLC, Lafayette Place Section Two Property Owners Association and Jb T-Sip Family Limited Partnership. Stephens holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Avantax Advisory Services is a company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It handles $31 billion in total assets among its 123,393 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. Avantax Advisory Services provides 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. Financial management fee schedules usually depend on which services are offered. Fees charged by Avantax Advisory Services most likely include 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
Brian Stephens Work History
Brian has been registered as a financial advisor for 27 years.*
Integrated Tax And Wealth Strategies
Royal Crest Office Association
Royal Crest Office Association
Lafayette Place Section Two Property Owners Association
Jv Tank Lines LLC
2707 W Baker Rd LLC
Avantax Insurance Services, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Davis & Associates Cpa Firm
Jb T-Sip Family Limited Partnership
Halloway And Associates
2214 Post Office LLC
*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 Brian Stephens 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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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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