Vincent Robert
Browne

Avantax Advisory Services

CRD#7595410
Investment Advisor
in Coppell, TX

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About this Advisor

Vincent Robert Browne is a financial advisor based in Coppell, Texas, working with Avantax Advisory Services. Vincent has previously held positions at Comprehensive Wealth Management LTD, Tom Crimmins Realty LTD, St. John's University, Avantax Investment Services Inc, Avantax Advisory Services, Academy Of St. Dorothy, St. Joseph By The Sea High School, Ftf Capital Group, LLC, and Ftf Financial Group. Vincent has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Vincent 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 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 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

3200 Olympus Blvd Suite 100
Coppell, TX 75019

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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

Vincent Robert Browne Work History

2023 - Present (1 year)

Ftf Capital Group, LLC

2023 - Present (1 year)

Ftf Financial Group

2022 - Present (2 years)

Comprehensive Wealth Management LTD

2022 - Present (2 years)

Avantax Investment Services Inc

2022 - Present (2 years)

Avantax Advisory Services

2018 - 2022 (4 years)

Tom Crimmins Realty LTD

2018 - 2020 (2 years)

St. John'S University

2018 - 2022 (4 years)

St. John'S University

2014 - 2018 (4 years)

St. Joseph By The Sea High School

2004 - 2014 (10 years)

Academy Of St. Dorothy

Disclosures

Please visit the SEC profile of Vincent Robert Browne 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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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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