Elizabeth
Currin
Avantax Advisory Services
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About this Advisor
Elizabeth Currin is a financial advisor based in Marble Falls, Texas who has 1 year of relevant experience. Currin is an employee of Avantax Advisory Services. Currin has gained experience at Robnett Cpas & Financial Advisors, Gro-Sub LLC, Oxford Park Group, Lagos Fine Jewelry, Fossil Watches, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Services, Robnett Cpa'S & Financial Advisors and Avantax Insurance Agency And/Or Avantax Insurance Services. Currin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Texas. Avantax Advisory Services is a financial advisory business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It has $31 billion in assets between its 123,393 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets. The company offers a diverse array 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. Financial advisory fees typically vary depending on the services offered. However, fees charged by Avantax Advisory Services most likely are comprised 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
Elizabeth Currin Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Services
Avantax Insurance Agency And/Or Avantax Insurance Services
Robnett Cpas & Financial Advisors
Robnett Cpa'S & Financial Advisors
Gro-Sub LLC
Oxford Park Group
Lagos Fine Jewelry
Fossil Watches
*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 Elizabeth Currin 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
Melville, NY
Ann Arbor, MI
Ann Arbor, MI
Lansdale, PA
Irving, TX
Dallas, TX
Gadsden, AL
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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