Joseph Benson (CRD# 7434946) is an Investment Advisor Representative working at United Capital Financial Advisors in Anderson, SC and has over 2 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Anderson, SC | Feb 2024 - Current | < 1 |
| United Capital | Anderson, SC | Nov 2023 - Current | < 1 |
| Goldman Sachs Personal Financial Management | Anderson, SC | Aug 2021 - Oct 2023 | 2 |
| Attain, LLC | Washington, DC | Oct 2020 - Jul 2021 | < 1 |
| George Washington University | Washington, DC | Aug 2019 - May 2021 | 1 |
| Metropolitan Hospitality Group - Circa @ Foggy Bottom | Washington, DC | Sep 2019 - Mar 2020 | < 1 |
| Nami Asian Bistro | Anderson, SC | Sep 2016 - Jun 2019 | 2 |
| Electric City Sushi, LLC | Anderson, SC | Aug 2016 - Jun 2019 | 2 |
| Clemson University | Clemson, SC | Aug 2016 - Dec 2018 | 2 |
| Anderson University | Anderson, SC | Aug 2015 - Jul 2016 | < 1 |
| Presbyterian College | Clinton, SC | Aug 2014 - Jul 2015 | < 1 |
| T.l. Hanna High School | Anderson, SC | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- SC
-
Total Assets Under Management17,693MILLIONS
-
Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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