Benjamin BirkenCRD Number: 5593293
Current Firm: Woodward Financial Advisors, Inc.
Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 8 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Woodward Financial Advisors, Inc.||Chapel Hill, NC||Jul 2009 - Current||8|
|Woodward Financial Advisors, LLC||Chapel Hill, NC||Sep 2008 - Current||8|
|Woodward Financial Advisors,llc||Chapel Hill, NC||Sep 2007 - Current||9|
|Univeristy Of North Carolina - Chapel Hill||Chapel Hill, NC||Nov 2004 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management211MILLIONS
Total Number of Accounts395ACCOUNTS
Average Account Value$533,803
- 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)
NC, NJ, TX
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