Benjamin Dalton, financial advisor Boise ID
89 score

Benjamin Dalton

CRD Number: 5962395
Current Firm: Ubs Financial Services Inc.

Benjamin Dalton (CRD# 5962395) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boise, ID and has over 3 years of experience in the finance industry.

Similar Advisors
Stephen Kovach, financial advisor Boise ID
Stephen M. Kovach
CRD# 2682236
Buffington Mohr Mcneal
Score
103
Similar Advisors
Paul Ferguson, financial advisor Boise ID
Paul T. Ferguson
CRD# 2532837
American Independent Securities Group, LLC
Score
101
Similar Advisors
Ryan Warwick, financial advisor Boise ID
Ryan C. Warwick
CRD# 2974298
Rathbone Warwick Investment Management
Score
101
Company Name Location Dates Years
Ubs Financial Services Boise, ID Jul 2011 - Current 5
Boise State Recreation Center Boise, ID Aug 2010 - Oct 2011 1
Education Boise, ID Oct 2008 - Jul 2010 1
Tcby Boise, ID May 2008 - Sep 2008 < 1
Education Boise, ID Aug 2007 - May 2008 < 1
Tcby Boise, ID May 2007 - Aug 2007 < 1
Education Boise, ID Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Benjamin G. Dalton
Phone Number: 201-352-3000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Benjamin Dalton and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.