![Benjamin Williams, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
Benjamin Williams (CRD# 4892155) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 16 years of experience in the finance industry.
![John Adams, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 1283765
Robert W. Baird & Company Incorporated
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CRD# 6690104
Ubs Financial Services Inc.
![Jeffrey Adkins, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 2402104
L.m. Kohn & Company
Company Name | Location | Dates | Years |
---|---|---|---|
L.m. Kohn & Company | Cincinnati, OH | Jul 2009 - Current | 14 |
Green & Halliburton | Louisville, KY | Sep 2004 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- KY
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Total Assets Under Management1,671MILLIONS
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Total Number of Accounts5,706ACCOUNTS
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Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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