Patrick
Nix
Avantax Advisory Services
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About this Advisor
Patrick Nix is a financial advisor who works in Alexandria, Virginia who has 1 year of relevant experience. Nix currently works for Avantax Advisory Services. Over the course of their career, they have held roles at Avantax Investment Services, Inc, Avantax Advisory Services, Alcorn & Cureton, LTD, Defense Finance & Actg Serv and Patrick Nix. Nix maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Avantax Advisory Services is a financial advisory business headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets across its 123,393 client accounts, making it one of the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually depend on which services are offered. Fee types billed by Avantax Advisory Services likely consist of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
Patrick Nix Work History
Patrick has been registered as a financial advisor for 1 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Alcorn & Cureton, LTD
Patrick Nix
Defense Finance & Actg Serv
*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 Patrick Nix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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