Benjamin EsgetCRD 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.
Wells Fargo Advisors Financial Network, LLC
D.a. Davidson & Company
Royal Fund Management, LLC
|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|
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
Total Assets Under Management99MILLIONS
Total Number of Accounts338ACCOUNTS
Average Account Value$291,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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