Benjamin Lozier, financial advisor Columbus OH

Benjamin Lozier

CRD Number: 4851934
Current Firm: Nationwide Investment Advisors, LLC

Benjamin Lozier (CRD# 4851934) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Fund Distributors LLC King Of Prussia, PA Jan 2012 - Current 8
Nationwide Columbus, OH Dec 2010 - Jan 2012 1
Nationwide Investment Advisors, LLC Columbus, OH Dec 2006 - Dec 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Benjamin D. Lozier
Phone Number: 614-435-8371
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,432
    MILLIONS
  • Total Number of Accounts
    214,107
    ACCOUNTS
  • Average Account Value
    $44,053
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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