Jeffrey Mcavaddy
Jeffrey Mcavaddy is a registered investment advisor at Infinity Tax & Financial Planning, based in Huntsville, AL, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 383 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
200 Clinton Ave West, Suite 701, Huntsville, AL, 35801
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2012Customer Dispute
April 2010Criminal
January 1998Other Business ActivitiesSells Insurance
Jeffrey prepares taxes for Infinity Seminole, LLC and works as a financial advisor selling indexed and fixed annuities. Tax preparation is not investment-related, but the annuity sales take about a quarter of his time.
Employment History
Current Registrations
Infinity Tax & Financial Planning
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.