Individual Firm
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Carrie Anne Fenton
CRD#: 7047992
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AVANTAX PLANNING PARTNERS, INC.CRD#: 106237 13434 A Street
Omaha, NE 68144
Omaha, NE 68144
0
Disclosures
6
Years of Experience
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State Registrations
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Nebraska 1/3/2019
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Registered with this firm since 1/3/2019
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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