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All firms/Avantax Investment Services, Inc.
DIRECTORY AFFILIATION

Avantax Investment Services, Inc.

Avantax Investment Services, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.

IndependentNationalRetailWealth Management
434linked professional records
0researched profiles
182listed office cities
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434 profiles

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Page 1 of 37
ProfessionalFirm & roleOfficeFocusShortlist
AG
Adam GelbeinHistorical record
Avantax Investment Services, Inc.Financial professionalStaten IslandNew YorkFinancial services
AP
Alan Paul WilliamsHistorical record
Avantax Investment Services, Inc.Investment Advisor RepresentativeWallingfordConnecticutWealth management
AJ
Albert Joseph PassananteHistorical record
Avantax Investment Services, Inc.AdvisorMount ArlingtonNew JerseyWealth management
AC
Aldo C PizzoliHistorical record
Avantax Investment Services, Inc.Financial professionalPearl RiverNew YorkFinancial services
AK
Alessandra Kay PanagosHistorical record
Avantax Investment Services, Inc.Financial professionalBelmarNew JerseyFinancial services
AM
Amanda M PiersonHistorical record
Avantax Investment Services, Inc.Financial professionalNeptuneNew JerseyFinancial services
AN
Amanda Nicole YurkowskiHistorical record
Avantax Investment Services, Inc.Financial professionalNew YorkNew YorkFinancial services
AM
Angelique Marie DuvalHistorical record
Avantax Investment Services, Inc.Financial professionalMaloneNew YorkFinancial services
AN
Angella Nichole OharaHistorical record
Avantax Investment Services, Inc.Financial professionalRochesterNew YorkFinancial services
AJ
Angelo Joseph CoppolinoHistorical record
Avantax Investment Services, Inc.AdvisorCranfordNew JerseyWealth management
AO
Angie O. LockardHistorical record
Avantax Investment Services, Inc.AdvisorHaworthNew JerseyWealth management
AM
Ann Marie GeisheimerHistorical record
Avantax Investment Services, Inc.Financial professionalFreeholdNew JerseyFinancial services

Search index refreshed September 20, 2026. This is not a verification date for historical records.

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