Stephen BenjaminCRD Number: 5446589
Current Firm: Planned Asset Management
Stephen Benjamin (CRD# 5446589) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 13 years of experience in the finance industry. Stephen Benjamin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wedbush Securities Inc.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Independent Financial Group||San Diego, CA||May 2010 - Current||11|
|Stephen Benjamin, Cpa||Winnetka, CA||Jul 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management262MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$1,056,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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