Edward BalfourCRD Number: 2780606
Current Firm: Equitable Advisors, LLC
Edward Balfour (CRD# 2780606) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bellevue, WA and has over 26 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Equitable Advisors, LLC||New York, NY||Jun 2017 - Current||6|
|Axa Advisors, LLC||New York, NY||Jun 2017 - Jun 2020||3|
|Voya Financial Advisors||Bellevue, WA||Sep 2014 - May 2017||2|
|Ing Financial Partners, Inc.||Bellevue, WA||Apr 2014 - Sep 2014||< 1|
|Axa Advisors, LLC||New York, NY||Sep 1999 - Mar 2014||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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