Robert
Arnold
Avantax Advisory Services
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About this Advisor
Robert Arnold is a financial advisor who works in Bothell, Washington with a total of 4 years of relevant experience. Arnold currently works for Avantax Advisory Services. Throughout their career, Arnold has worked at 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Bts Financial Services, Inc, First Wealth Care, Inc, Avantax Advisory Services, Avantax Investment Services, Inc and Pacific Crest Financial Services, LLC. Arnold holds a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Washington. Avantax Advisory Services is a registered investment company operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in total assets among its 123,393 accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services most likely include any 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
Robert Arnold Work History
Robert has been registered as a financial advisor for 4 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Pacific Crest Financial Services, LLC
Avantax Insurance Services, Inc
First Wealth Care, Inc
Bts Financial Services, Inc
1St Global Capital Corp
1St Global Advisors, Inc
*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 Robert Arnold 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
Irving, TX
Irving, TX
Melville, NY
Dallas, TX
Lansdale, PA
Irving, TX
Ann Arbor, MI
Irving, TX
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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