Benjamin Esget, financial advisor Bellingham WA

Benjamin Esget

CRD Number: 5185670
Current Firm: Wealthmark, LLC

Benjamin Esget (CRD# 5185670) is an Investment Advisor Representative working at Wealthmark, LLC in Bellingham, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Matrix Capital Group New York, NY Jun 2014 - Current 8
Bellingham Athletic Club Whatcom, WA Oct 2012 - Current 9
Wealthmark,llc Bellingham, WA Aug 2007 - Current 15
Matrix Capital Group New York, NY Sep 2010 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Benjamin A. Esget
Phone Number: (360) 734-1323
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $291,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

WA

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