Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Hu is a financial advisor with Avantax Advisory Services. Isaac has been in the financial services industry since 2014 and is licensed in California. Isaac also holds a license as a Certified Public Accountant (CPA). Isaac works out of Avantax's Long Beach, CA office. Isaac specializes in working with individuals, corporations, and pension and profit-sharing plans. Isaac's current employment is with Avantax Advisory Services, but also works with RNH, LLP, a public CPA firm, and SNH Broadway, LLC, a real estate holding company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
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TX
11/22/2024 - Present
Avantax Advisory Services (DALLAS TX)
Active
Inactive
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