Robert Bensman (CRD# 829219) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bannockburn, IL and has over 36 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Bannockburn, IL | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Bannockburn, IL | Nov 2003 - Current | 20 |
| Bensman Assoc. Ltd | Bannockburn, IL | Feb 1982 - Current | 42 |
| Nfp Securities, Inc. | Austin, TX | Nov 2003 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- IL
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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)
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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