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, working with Avantax Advisory Services. Odis has previously held positions at O. Douglas Johnson, Ids Life Insurance Company, Avantax Investment Services, Inc, and O. Douglas Johnson, P.C. Odis has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Odis is part of Avantax Advisory Services, which operates out of Humble, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

19606 Firesign St.
Humble, TX 77346

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

TX Average: $3,042,739,679
Total Number of Employees

2,478

TX Average: 49
Total Number of Accounts

131,534

TX Average: 2,315
Average Account Size

$316,996

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Odis Johnson Work History

2001 - Present (23 years)

Avantax Investment Services, Inc

2000 - Present (24 years)

Ids Life Insurance Company

1994 - Present (30 years)

O. Douglas Johnson, P.C

1976 - Present (48 years)

O. Douglas Johnson

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

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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