Tor Benson (CRD# 7682710) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has 1 year 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 |
|---|---|---|---|
| Financial Plan, Inc. | Bellingham, WA | Jan 2023 - Current | 1 |
| Financial Plan, Inc. | Bellingham, WA | Oct 2022 - Current | 1 |
| Hekla Trifecta LLC | Petersburg, AK | Jun 2019 - Aug 2022 | 3 |
| Cf James Cpa | Petersburg, AK | Jan 2019 - Jun 2021 | 2 |
| Self-employed Commercial Fisherman / Logistics Manager | Petersburg, AK | Jan 2012 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- WA
-
Total Assets Under Management1,053MILLIONS
-
Total Number of Accounts3,426ACCOUNTS
-
Average Account Value$307,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, KS, LA, MT, OR, TX, WA
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