Elisabeth
Baldwin
Avantax Advisory Services
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About this Advisor
Elisabeth Baldwin is a financial advisor operating out of Irving, Texas with a total of 4 years of industry experience. Baldwin is an advisor for Avantax Advisory Services. The advisor has gained experience at Raymond James & Associates, Inc, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Avantax Investment Services, Inc, Avantax Advisory Services, 1St Global Capital Corp, 1St Global Advisors, Inc and Avantax Insurance Services, Inc. Baldwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Avantax Advisory Services is an advisory company 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 handles $31 billion in assets among its 123,393 customer accounts, placing it among the largest firms in the country by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services has a diverse set 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. A financial advisor's fee schedules largely depend on which services are provided. However, fees billed by Avantax Advisory Services may include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
Elisabeth Baldwin Work History
Elisabeth has been registered as a financial advisor for 4 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Services, Inc
1St Global Capital Corp
1St Global Advisors, Inc
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Raymond James & Associates, 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 Elisabeth Baldwin 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
Irving, TX
Coppell, TX
Milwaukee, WI
Irving, TX
Lansdale, PA
Duluth, GA
Pine River, MN
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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