Neal
Robinson
Avantax Advisory Services
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About this Advisor
Neal Robinson is a certified financial planner working out of Coppell, Texas, with a total of 2 years of industry experience. Robinson currently works for Avantax Advisory Services. Throughout their career, Robinson has worked at Edward Jones, The College Of St. Scholastica, Pruco Securities LLC, Prudential Insurance Company Of America, J.P. Morgan Securities, LLC, J.P. Morgan Chase Bank, N.A, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Baker Tilly Search & Staffing, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Planning Partners, Avantax Insurance Agency and Merrill Lynch, Pierce, Fenner & Smith Inc. Robinson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and Texas. Avantax Advisory Services is a registered investment business based in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in total assets among its 123,393 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets. Avantax Advisory Services 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. A financial advisor's fee schedules are based on which services are offered. Fees billed by Avantax Advisory Services may include any combination 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
Neal Robinson Work History
Neal has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Planning Partners
Avantax Insurance Agency
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Baker Tilly Search & Staffing
J.P. Morgan Securities, LLC
J.P. Morgan Chase Bank, N.A
Pruco Securities LLC
Prudential Insurance Company Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
The College Of St. Scholastica
*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 Neal Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.