Benjamin Lies, financial advisor Vancouver WA

Benjamin Lies

CRD Number: 6405665
Current Firm: Delphi Advisers
Compensation Model: Fee Only
Benjamin Lies (CRD# 6405665) is an Investment Advisor Representative working at Delphi Advisers in Vancouver, WA and has over 7 years of experience in the finance industry.
CONTACT
Similar Advisors
Jason Tafoya, financial advisor Vancouver WA
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Vancouver WA
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Vancouver WA
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Delphi Advisers, LLC Vancouver, WA May 2019 - Current 4
Fisher Investments Camas, WA Mar 2013 - Apr 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Benjamin S. Lies
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $188,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Benjamin Lies and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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 derived from SEC.gov data covering 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.

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.