Carl Benedict (CRD# 1178319) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 36 years of experience in the finance industry. Carl Benedict has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lousiana Estate Plans | Baton Rouge, LA | Feb 2012 - Current | 12 |
| C & L Investments I, LLC | Prairieville, LA | Feb 2009 - Current | 15 |
| Captive Risk Solutions,inc. | Baton Rouge, LA | Dec 2005 - Current | 18 |
| C & C Properties I, LLC | Baton Rouge, LA | Dec 2002 - Current | 21 |
| Benedict Wealth Management, LLC | Baton Rouge, LA | Jan 2002 - Current | 22 |
| United Planners' Financial Services | Scottsdale, AZ | Aug 1998 - Current | 25 |
| Carl Benedict - Independent Insurance Agent | Baton Rouge, LA | Jan 1997 - Current | 27 |
| Carl Benedict Cfp | Baton Rouge, LA | Jan 1991 - Current | 33 |
| Louisiana College Board Of Trustees | Pineville, LA | Nov 2015 - Jan 2022 | 6 |
| Parkview Baptist Church | Baton Rouge, LA | Jan 2013 - Jan 2022 | 9 |
| Bd Wealth Advisors | Baton Rouge, LA | Oct 2014 - Dec 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management57MILLIONS
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Total Number of Accounts330ACCOUNTS
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Average Account Value$172,090
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
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