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Jeffrey Thomas Riddle

Avantax Investment Services, Inc.

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About Jeffrey Thomas Riddle

Jeffrey Riddle is a financial advisor at Avantax Investment Services, Inc., a firm headquartered in Easton, PA. Jeffrey has been a Registered Representative for over 23 years. He has a wide range of experience in the industry, with expertise in various investment products and services. Jeffrey's dedication to helping clients achieve their financial goals is evident in his commitment to ongoing education and professional development. He is a licensed Investment Advisor Representative and holds a Series 6, 63 and SIE license. He is registered in multiple states including Pennsylvania, Delaware, Florida, Kentucky, Louisiana, Minnesota, New Jersey, Ohio, Texas, and West Virginia.

Firm Information

Jeffrey Riddle 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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Jeffrey Riddle’s Registration & Firm History

PA

07/13/1999 - Present

Avantax Investment Services, Inc. (EASTON PA)

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Licenses & Designations

IA

Issued 08/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Thomas Riddle.
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