Edward
Behar
Avantax Advisory Services
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About this Advisor
Edward Behar is a financial advisor who works in Dix Hills, New York who has 2 years of industry experience. Behar works at Avantax Advisory Services. Behar has gained experience at Avantax Investment Services, Inc, Avantax Insurance Agency, LLC and Avantax Advisory Services. Behar maintains a Series 63 license, which qualifies them as a securities agent, and can operate in New York. Avantax Advisory Services is a company operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in total assets among its 123,393 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on the type of services. Fees charged by Avantax Advisory Services most likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Edward Behar Work History
Edward has been registered as a financial advisor for 2 years.*
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Behar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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