Avantax Advisory Services
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About this Advisor
Daniel Deviney is a financial advisor who works out of Bulverde, Texas who has 6 years of relevant experience. Deviney is an advisor for Avantax Advisory Services. Throughout their career, they have worked at U.S. Global Brokerage Inc, Deviney Financial Services, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC and Avantax Advisory Services. Deviney has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in assets under management between its 123,393 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services performs 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. A financial advisor's fee schedules usually depend on the type of financial services offered. However, fees billed by Avantax Advisory Services can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Daniel Deviney Work History
Daniel has been registered as a financial advisor for 6 years.*
Avantax Advisory Services
Avantax Insurance Agency, LLC
Deviney Financial Services
Avantax Investment Services, Inc
U.S. Global Brokerage Inc
*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.
Please visit the SEC profile of Daniel Deviney 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
Ann Arbor, MI
Ann Arbor, MI
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