Benjamin Disbrow (CRD# 6894084) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chandler, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Chandler, AZ | Aug 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Jul 2020 - Aug 2021 | 1 |
| Bank Of America, N.a. | Phoenix, AZ | May 2018 - Jul 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix, AZ | Dec 2017 - Jul 2020 | 2 |
| Amerifirst Financial | Scottsdale, AZ | Jul 2017 - Dec 2017 | < 1 |
| University Of Arizona | Tucson, AZ | Aug 2013 - Jul 2017 | 3 |
| Mammini Company | San Diego, CA | Jun 2016 - Aug 2016 | < 1 |
| Moutainside Fitness | Scottsdale, AZ | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- AZ
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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