David
Cuestas

Avantax Advisory Services

CRD#2643119
Investment Advisor
in Colleyville, TX

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About this Advisor

David Cuestas is a financial advisor operating in Colleyville, Texas who has 17 years of relevant experience. Cuestas is an employee of Avantax Advisory Services. The advisor has gained experience at Ikon Office Solutions, Millie Cuestas Cpa, Avantax Advisory Services, Avantax Investment Services, Inc and Avantax Insurance Agency, LLC. Cuestas maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Avantax Advisory Services is a financial advisory business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in assets under management among its 123,393 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services performs a broad set 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. Fees for financial advice usually depend on which services are offered. Fee types charged by Avantax Advisory Services can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 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

6700 Meade
Colleyville, TX 76034

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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

David Cuestas Work History

David has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Avantax Advisory Services

2005 - Present (19 years)

Avantax Insurance Agency, LLC

2004 - Present (20 years)

Avantax Investment Services, Inc

2002 - Present (22 years)

Millie Cuestas Cpa

1999 - Present (25 years)

Ikon Office Solutions

*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 David Cuestas 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
Nicholas Randone
Melville, NY
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Neil Nowitzke
Ann Arbor, MI
Andrew Smith
Gadsden, AL
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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