Patricia
Willis
Avantax Advisory Services
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About this Advisor
Patricia Willis is a financial advisor working in Jackson, Michigan who has 13 years of relevant experience. Willis is on the advisory team at Avantax Advisory Services. Over the course of their career, Willis has held roles at Avantax Investment Services, Inc, Avantax Advisory Services, Drpc LLC, Willis & Machnik Financial Services LLC, 400 Jackson St. Properties, LLC and W2M LLC. Willis has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Avantax Advisory Services is an advisory company based in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in total assets across its 123,393 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services provides 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. Financial management fees typically vary depending on which services the firm provides the client. However, fee types charged by Avantax Advisory Services most 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
Patricia Willis Work History
Patricia has been registered as a financial advisor for 13 years.*
W2M LLC
Willis & Machnik Financial Services LLC
400 Jackson St. Properties, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Drpc LLC
*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 Patricia Willis 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
Melville, NY
Ann Arbor, MI
Irving, TX
Lansdale, PA
Gadsden, AL
Dallas, TX
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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