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Dana Ronald Bible

Avantax Investment Services, Inc.

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About Dana Ronald Bible

Dana Bible is a registered representative with Avantax Investment Services, Inc., with over 25 years of experience in the financial industry. Dana has a strong track record of providing personalized financial advice and investment management services to individuals and families. Dana holds a Series 6 and Series 63 license and is registered in Kansas, Massachusetts, North Carolina, Virginia, and West Virginia.

Firm Information

Dana Bible 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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Dana Bible’s Registration & Firm History

VA

04/12/2004 - Present

Avantax Investment Services, Inc. (Daleville VA)

AZ

10/01/2002 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

01/03/1998 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Ronald Bible.
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