Ted Balfour Email & Phone Number
Vice President Pacific Complex
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Ted Balfour Location
- Bellevue, WA, US
Ted Balfour Work
- Vice President Pacific Complex @ Equitable Advisors, LLC (January 2020 - Present)
- Financial Advisor @ Equitable Advisors, LLC (January 2020 - Present)
- Regional Vice President @ (August 2017 - January 2020)
- Financial Advisor @ (June 2017 - January 2020)
- Financial Planner and Investment Advisor Representative @ Voya Financial Advisors, Inc. (April 2014 - June 2017)
- Executive Vice President, American Division of AXA Advisors @ (January 2010 - April 2014)
- Executive Vice President, American Division of AXA Advisors @ (January 2007 - January 2010)
- District Manager @ (January 2000 - January 2007)
- Financial Professional @ (January 1996 - January 2000)
Ted Balfour Education
- University of Washington School of Law
J.D. (Law)
1993-1995 - University of Washington
B.A. (Economics & Sociology)
1988-1992
Ted Balfour Skills
- Financial Planning
- Investment Planning
- Insurance Planning
- Asset Allocation Strategies
- Retirement Planning Specialist
- Business Succession Planning
- Annuities
- Employee Benefits
- Investment Advisory Services
- Wealth Management Services
- Long-term Care
- IRA Rollover Strategies
- IRA Distribution Planning
- Tax-Deferred Investment Planning
- Qualified Plans
- Leadership
- Management
- Team Building
- Sales Management
- Long Term Care
- Tax Deferred Investment Planning
Ted Balfour Summary
- Ted Balfour, based in Bellevue, WA, US, is currently a Vice President Pacific Complex at Equitable Advisors, LLC. Ted Balfour brings experience from previous roles at Equitable Advisors, LLC, AXA Advisors, LLC and Voya Financial Advisors, Inc.. Ted Balfour holds a 1993 - 1995 J.D. in Law @ University of Washington School of Law. With a robust skill set that includes Financial Planning, Investment Planning, Insurance Planning, Asset Allocation Strategies, Retirement Planning Specialist and more. Ted Balfour has 1 emails and 1 mobile phone numbers on RocketReach.
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