AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Maximos Behnan

WAYS INVESTMENT ADVISORS LLC
Glendale, CA
Some features on this profile are disabled
CRD#: 6054016
MB

Professional summary

Maximos Behnan, who also goes by Maximos G Behnan, is a registered financial advisor currently at WAYS INVESTMENT ADVISORS LLC located in Glendale, California.

Maximos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Maximos has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maximos G Behnan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- InvestGo LLC. The mailing address is 2940 N Verdugo Rd, 214. Glendale, CA91208, President and CEO. A Real Estate Consulting and Prop technology company providing solutions to agents/ brokers, developers, and consumers and uses InvestGoMarket.com to list opportunities in residential, commercial, business for sale, and direct project investments with international real estate developers incStart date 2/1/2022 and spends 30-40 hours a week. 2- Ways Investment Adviors LLC. The mailing address is 23327 Cuestport, Valencia, CA 91354, President and CEO. Start Date 10/12/2020 A registered investment advisory firm. 5 hours of work per week 3-. Bullseye Tax Relief, Inc. ~Virtual Location, no business address. President and CEO. The company offers tax consultation services but is in the process of closing. Start date: 07/2020; ~1-2 hrs per month - and none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximos Behnan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 13, 2025 - Present

WAYS INVESTMENT ADVISORS LLC

RIA
CRD#: 313570
Glendale, CA
Past

July 27, 2021 - December 31, 2024

WAYS INVESTMENT ADVISORS LLC

RIA
CRD#: 313570
GLENDALE, CA
Past

April 15, 2019 - April 21, 2021

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Northridge, CA
Past

April 15, 2019 - April 21, 2021

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Northridge, CA
Past

April 25, 2017 - February 26, 2018

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Northridge, CA
Past

April 25, 2017 - February 26, 2018

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Northridge, CA
Past

May 28, 2014 - October 10, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ENCINO, CA
Past

May 28, 2014 - October 10, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ENCINO, CA
Past

August 13, 2012 - October 19, 2012

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
ENCINO, CA
Past

July 31, 2012 - October 19, 2012

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ENCINO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/3/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/11/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/30/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WI
WAYS INVESTMENT ADVISORS LLC
WAYS INVESTMENT ADVISORS LLC

CRD#: 313570 / SEC#:

California
Registered Investment Advisory firm - (1/13/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Valencia, CA
Mailing Address
Phone number
(818) 217-0347
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WAYS INVESTMENT ADVISORS LLC

CRD#: 313570Glendale, CA

TRUST BUT VERIFY

Monitor Maximos Behnan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics