Brendan Begley, financial advisor Enfield CT

Brendan Begley

CRD Number: 2962774
Current Firm: Avantax Advisory Services

Brendan Begley (CRD# 2962774) is an Investment Advisor Representative working at Avantax Advisory Services in Enfield, CT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Enfield, CT Jan 2018 - Current 6
Avantax Advisory Services Enfield, CT Apr 1999 - Current 24
Innovest Financial Services, Inc, Enfield, CT Feb 1999 - Current 25
Avantax Investment Services, Inc. Enfield, CT Oct 1997 - Current 26
Begley & Company Cpa's Enfield, CT Jun 1986 - Current 37
Director First National Bank Of Suffield Suffeild, CT Aug 2016 - Dec 2018 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Brendan M. Begley
Phone Number: 972-870-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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