Odis
Johnson

Avantax Advisory Services

CRD#2591442
Investment Advisor
in Humble, TX

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About this Advisor

Odis Johnson is a financial advisor based in Humble, Texas with 22 years of relevant experience. Johnson is an advisor for Avantax Advisory Services. The advisor has gained experience at O. Douglas Johnson, Ids Life Insurance Company and Avantax Investment Services, Inc. Johnson has a Series 63 license, qualifying them as a securities broker, and is able to work in Texas. Avantax Advisory Services is an advisory business headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in assets across its 123,393 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets. Avantax Advisory Services performs a wide 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 fees largely depend on the financial services provided. However, fee types billed by Avantax Advisory Services likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

22 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

1420 Fm 1960 East Bypass Ste 106
Humble, TX 77338

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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

Odis Johnson Work History

Odis has been registered as a financial advisor for 22 years.*

2001 - Present (23 years)

Avantax Investment Services, Inc

2000 - Present (24 years)

Ids Life Insurance Company

1976 - Present (48 years)

O. Douglas Johnson

*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 Odis Johnson 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
Nicholas Randone
Melville, NY
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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