Louis Bennett (CRD# 6609914) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has over 7 years 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 | Apr 2021 - Current | 3 |
| Copia Wealth Management | Bend, OR | Feb 2016 - Current | 8 |
| Securities America, Inc. | Bend, OR | Nov 2020 - Jun 2021 | < 1 |
| Arbor Point Advisors | Bend, OR | Nov 2020 - Jun 2021 | < 1 |
| Kms Financial Services, Inc. | Seattle, WA | Mar 2016 - Nov 2020 | 4 |
| Tetherow Resort | Bend, OR | Oct 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CA
- OR
- TX
- WA
-
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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