Glynis Banhan, financial advisor Aventura FL
78 score

Glynis Banhan

CRD Number: 5447139
Current Firm: Edelman Financial Services, LLC

Glynis Banhan (CRD# 5447139) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Aventura, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Aventura FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Aventura FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Jonathan Cameron, financial advisor Aventura FL
Jonathan G. Cameron
CRD# 5301972
Camerondowning, LLC
Score
103
Company Name Location Dates Years
Ef Legacy Securities, LLC Aventura, FL Apr 2016 - Current < 1
Edelman Financial Services, LLC Farifax, VA Aug 2014 - Current 2
Sanders Morris Harris, Inc. Houston, TX Aug 2014 - Apr 2016 1
Mwa Financial Services, Inc. Rock Island, IL Dec 2013 - Aug 2014 < 1
Modern Woodmen Of America Rock Island, IL Nov 2013 - Aug 2014 < 1
Index Strategy Advisors Houston, TX Mar 2013 - Oct 2013 < 1
Unemployed Fort Lauderdale, FL Mar 2012 - Mar 2013 1
Everest Institute Fort Lauderdale, FL Mar 2009 - Mar 2012 3
Today's Supplies Usa LLC Miami, FL Feb 2005 - Mar 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Glynis H. Banhan
Phone Number: 703-818-0800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Glynis Banhan and other advisors.
BADGES
78

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.