Barrett Benson, financial advisor Ooltewah TN

Barrett Benson

CRD Number: 4013223
Current Firm: Benson Wealth Management, Inc.

Barrett Benson (CRD# 4013223) is an Investment Advisor Representative working at Benson Wealth Management, Inc. in Ooltewah, TN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Benson Wealth Management, Inc. Apison, TN Feb 2022 - Current 2
Infinity Financial Services Apison, TN Feb 2016 - Current 8
Benson Wealth Management Inc. Apison, TN Dec 2014 - Current 9
Barrett Benson, Sole Proprietor Apison, TN Jul 2002 - Current 21
Spelts Wealth Management, Inc Dba Benson Wealth Management Inc. Chico, CA Oct 2012 - Jul 2022 9
Lpl Financial LLC Chico, CA Oct 2012 - Feb 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Barrett O. Benson
Phone Number: (530) 891-0719
Registered State(s):
  • CA
  • TN
Current Firm Details
Benson Wealth Management, Inc.
Firm's CRD Number: 318898
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $167,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TN

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