Duncan
Sandiland

Avantax Advisory Services

CRD#2951570
Investment Advisor
in The Woodlands, TX

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About this Advisor

Duncan Sandiland is a certified financial planner who works in The Woodlands, Texas with 10 years of relevant experience. Sandiland is an advisor for Avantax Advisory Services. Throughout their career, they have worked at Sandiland Services/Duncan Sandiland Ea, Avantax Investment Services, Inc and Avantax Advisory Services. Sandiland maintains a Series 63 license, designating them as a securities agent, and is able to serve investors in Texas. Avantax Advisory Services is a business that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in assets between its 123,393 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Avantax Advisory Services likely consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

The Woodlands, 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

Duncan Sandiland Work History

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

2003 - Present (21 years)

Avantax Advisory Services

1997 - Present (27 years)

Avantax Investment Services, Inc

1985 - Present (39 years)

Sandiland Services/Duncan Sandiland Ea

*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 Duncan Sandiland 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
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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