Daniel
Deviney

Avantax Advisory Services

CRD#2632447
Investment Advisor
in Bulverde, TX

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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

Series 63, Series 65

Years Registered*

6 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

33000 Us Highway 281 N Suite 4
Bulverde, TX 78163

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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

Daniel Deviney Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Avantax Advisory Services

2008 - Present (16 years)

Avantax Insurance Agency, LLC

2007 - Present (17 years)

Deviney Financial Services

2007 - Present (17 years)

Avantax Investment Services, Inc

2000 - Present (24 years)

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.

Disclosures

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

Alexander Folken
Fullerton, CA
James Boyd
Wilmington, DE
Neil Nowitzke
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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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