Vicki Benjamin, financial advisor Bethesda MD

Vicki Benjamin

CRD Number: 1261418
Current Firm: Karner Blue Capital, LLC

Vicki Benjamin (CRD# 1261418) is an Investment Advisor Representative working at Karner Blue Capital, LLC in Bethesda, MD and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Karner Blue Capital, LLC Bethesda, MD Dec 2017 - Current 5
Karner Blue Center For A Humane Economy, Inc. Bethesda, MD Dec 2018 - Aug 2020 1
Calvert Investments, Inc. Bethesda, MD Jan 2017 - Jul 2020 3
Karner Blue Center For A Humane Economy, Inc. Bethesda, MD Dec 2018 - May 2019 < 1
Calvert Investments, Inc. Bethesda, MD Feb 2015 - Dec 2016 1
Kpmg Boston, MA Sep 2005 - Dec 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Vicki L. Benjamin
Phone Number: 833-527-6372
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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