Benjamin Birken, financial advisor Chapel Hill NC
96 score

Benjamin Birken

CRD 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.

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Professional Designations
Company Name Location Dates Years
Woodward Financial Advisors, Inc. Chapel Hill, NC Jul 2009 - Current 7
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
Contact Info for Benjamin E. Birken
Phone Number: 919-929-2495
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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