Walt Benson (CRD# 7459557) is an Investment Advisor Representative working at Zanetti Financial, LLC in Albuquerque, NM and has over 2 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zanetti Financial, LLC | Albuquerque, NM | Oct 2021 - Current | 2 |
| Walt Benson Consulting | Albuquerque, NM | Jan 2018 - Oct 2021 | 3 |
| Footprints Home Care | Albuquerque, NM | Aug 2015 - Jan 2018 | 2 |
| Us Eagle Federal Credit Union | Albuquerque, NM | Jan 2005 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NM
-
Total Assets Under Management276MILLIONS
-
Total Number of Accounts712ACCOUNTS
-
Average Account Value$388,202
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NM
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