Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Pisces Financial Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry. Benjamin Birken 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holistiplan, LLC | College Station, TX | Apr 2021 - Current | 2 |
| Pisces Financial Advisors, LLC | Chapel Hill, NC | Mar 2021 - Current | 2 |
| Woodward Financial Advisors, LLC | Chapel Hill, NC | Sep 2008 - Current | 15 |
| Woodward Financial Advisors,llc | Chapel Hill, NC | Sep 2007 - Current | 16 |
| Woodward Financial Advisors, Inc. | Chapel Hill, NC | Jul 2009 - Mar 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- NC
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$509,486
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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