Benjamin Small (CRD# 7527128) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Cornerstone Wealth Planning | Charlotte, NC | Aug 2023 - Current | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Apr 2022 - Jul 2023 | 1 |
Chick-fil-a | Mint Hill, NC | Jun 2021 - Mar 2022 | < 1 |
Graybar Electric | Charlotte, NC | Jun 2019 - Jun 2021 | 2 |
The Ups Store | Charlotte, NC | Jul 2015 - Jun 2019 | 3 |
University Of North Carolina At Charlotte | Charlotte, NC | Jan 2017 - Dec 2018 | 1 |
Lba Haynes Strand, Pllc | Matthews, NC | Jan 2018 - Apr 2018 | < 1 |
Central Piedmont Community College | Charlotte, NC | Aug 2013 - Jul 2017 | 3 |
John Watkins Custom Cabinetry | Matthews, NC | Jan 2015 - Jun 2015 | < 1 |
Lawyers Glen | Mint Hill, NC | Aug 2014 - Jan 2015 | < 1 |
Harris Teeter | Matthews, NC | Nov 2010 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2022 |
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- NC
-
Total Assets Under Management309MILLIONS
-
Total Number of Accounts1,040ACCOUNTS
-
Average Account Value$297,532
- 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)
- Educational seminars/workshops
FL, NC, SC, TX
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