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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karner Blue Capital, LLC | Bethesda, MD | Dec 2017 - Current | 6 |
| 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 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$24,264
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MD
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