Glynis
Banhan
Edelman Financial Engines
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About this Advisor
Glynis Banhan is a financial advisor based in Boca Raton, Florida, working with Edelman Financial Engines. Glynis has previously held positions at Mwa Financial Services, Inc, Modern Woodmen Of America, Sanders Morris Harris, Inc, Edelman Financial Services, LLC, Ef Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Glynis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Glynis is part of Edelman Financial Engines, which operates out of Boca Raton, Florida. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Glynis Banhan Work History
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris, Inc
Edelman Financial Services, LLC
Mwa Financial Services, Inc
Modern Woodmen Of America
Disclosures
Please visit the SEC profile of Glynis Banhan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Tafton, PA
Ashburn, VA
Los Angeles, CA
Phoenix, AZ
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
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