Stephanie
Peddy

Avantax Advisory Services

CRD#5287411
Investment Advisor
in San Angelo, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephanie Peddy is a financial advisor based in San Angelo, Texas, working with Avantax Advisory Services. Stephanie has previously held positions at Armstrong, Backus & Co., Llp, 1St Global Capital Corp, 1St Global Advisors Inc, Avantax Advisory Services, and Avantax Investment Services, Inc. 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 San Angelo, 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

Series 66

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

515 W Harris Suite 200
San Angelo, TX 76902

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

Stephanie Peddy Work History

2019 - Present (5 years)

Avantax Advisory Services

2019 - Present (5 years)

Avantax Investment Services, Inc

1994 - Present (30 years)

Armstrong, Backus & Co., Llp

1994 - Present (30 years)

Armstrong, Backus & Co., Llp

2012 - 2019 (7 years)

1St Global Capital Corp

2012 - 2019 (7 years)

1St Global Advisors Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephanie Peddy 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started