Benjamin Graziani (CRD# 7874773) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has 1 year of experience in the finance industry.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copia Wealth Management | Bend, OR | Jan 2024 - Current | < 1 |
| Unemployed | Bend, OR | Jun 2023 - Jan 2024 | < 1 |
| Mooney Ring Company | Ashland, OR | Sep 2021 - Jun 2023 | 1 |
| Southern Oregon University | Ashland, OR | Sep 2018 - Jun 2023 | 4 |
| Bonsai Teriyaki | Ashland, OR | Sep 2020 - Jul 2021 | < 1 |
| Bangers N Brews | Bend, OR | May 2019 - Sep 2019 | < 1 |
| Summit High School | Bend, OR | Aug 2014 - Jun 2018 | 3 |
| Bargreen Ellingson | Bend, OR | Jun 2015 - Sep 2016 | 1 |
| Cal Young Middle School | Eugene, OR | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- OR
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts704ACCOUNTS
-
Average Account Value$140,610
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA
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