Vicki BenjaminCRD 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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Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management9MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,239,264
- A percentage of assets under your management
- 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
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