Denissia
Gordon

Avantax Advisory Services

CRD#6034591
Investment Advisor
in Dallas, TX

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About this Advisor

Denissia Gordon is a financial advisor operating in Dallas, Texas, who has 10 years of relevant experience. Gordon is an employee of Avantax Advisory Services. During their career, the advisor has held roles at Avantax Investment Services, Inc and Avantax Advisory Services. Gordon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Avantax Advisory Services is an 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 controls $31 billion in total assets across its 123,393 client accounts, making it one of the largest investment 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 at least $1 million in assets available to invest. The firm provides a number 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 charged by financial advisors largely vary depending on the type of financial services provided. Fee types charged by Avantax Advisory Services likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

Dallas, TX

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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

Denissia Gordon Work History

Denissia has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Avantax Investment Services, Inc

2013 - Present (11 years)

Avantax Advisory Services

*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 Denissia Gordon 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

Gabriel Sandler
Ann Arbor, MI
Annie Fruge
Irving, TX
Rosa Rosales
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Jeanne Helmar
Lansdale, PA
Brandon Melton
Irving, TX
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, 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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