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Anthony Yukman Choy

Avantax Investment Services, Inc.

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About Anthony Yukman Choy

Anthony Yukman Choy is a financial advisor at Avantax Investment Services, Inc. Anthony has over 30 years of experience in the financial services industry, having worked at a number of firms including HD Vest Investment Services and World Group Securities, Inc. Anthony holds the Series 6, Series 26, and Series 63 licenses. Anthony specializes in providing financial advice to individuals and families in the Houston area.

Firm Information

Anthony Choy is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Anthony Choy’s Registration & Firm History

TX

06/26/2019 - Present

Avantax Investment Services, Inc. (Houston TX)

TX

01/12/2009 - 05/24/2019

HD VEST INVESTMENT SERVICES (HOUSTON TX)

TX

11/18/2002 - 01/28/2009

WORLD GROUP SECURITIES, INC. (HOUSTON TX)

TX

10/05/1990 - 11/05/2002

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 06/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Yukman Choy.
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