Benjamin Esget (CRD# 5185670) is an Investment Advisor Representative working at Wealthmark, LLC in Bellingham, WA and has over 17 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matrix Capital Group | New York, NY | Jun 2014 - Current | 9 |
| Bellingham Athletic Club | Whatcom, WA | Oct 2012 - Current | 11 |
| Wealthmark,llc | Bellingham, WA | Aug 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
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- WA
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Total Assets Under Management101MILLIONS
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Total Number of Accounts387ACCOUNTS
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Average Account Value$260,982
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
WA
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