Stephanie
Fagan
Avantax Advisory Services
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About this Advisor
Stephanie Fagan is a financial advisor based in Coppell, Texas, working with Avantax Advisory Services. Stephanie has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Zenreach, Wagewatch, Inc, Cytosport: Muscle Milk, Victoria's Secret, Palm Beach Tan, Abercrombie & Fitch, Arizona State University, Merchant House, Mktg, Morgan Stanley, Doordash, Avantax Advisory Services, Avantax Investment Services, Inc, and Monat Global. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Stephanie is part of Avantax Advisory Services, which operates out of Coppell, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
Stephanie Fagan Work History
Monat Global
Avantax Advisory Services
Avantax Investment Services, Inc
Mktg
Merchant House
Morgan Stanley
Doordash
Merrill Lynch, Pierce, Fenner & Smith Inc
Zenreach
Wagewatch, Inc
Cytosport: Muscle Milk
Victoria'S Secret
Palm Beach Tan
Abercrombie & Fitch
Arizona State University
Disclosures
Please visit the SEC profile of Stephanie Fagan 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
Danville, CA
Ocean City, MD
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
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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