Benjamin BloomCRD Number: 5608031
Current Firm: H.d. Vest Advisory Services, Inc.
Benjamin Bloom (CRD# 5608031) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Concord, CA and has over 9 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|H.d. Vest Investment Services||Lafayette, CA||Feb 2012 - Current||5|
|H.d. Vest Advisory Services||Lafayette, CA||Feb 2012 - Current||5|
|Benjamin Bloom||Lafayette, CA||Jan 2012 - Current||6|
|H.d. Vest Insurance Services||Lafayette, LA||Jan 2012 - Current||6|
|Lincoln Financial Advisors||San Ramon, CA||Apr 2011 - Feb 2012||< 1|
|Mass Mutual||Walnut Creek, CA||Nov 2008 - Apr 2011||2|
|Mml Investors Services Inc.||Walnut Creek, CA||Nov 2008 - Apr 2011||2|
|Unemployed||Piedmont, CA||Jan 2008 - Oct 2008||< 1|
|Gottschalks||Davis, CA||Oct 2005 - Jan 2008||2|
|Pms, Phs, Ucdavis||Piedmont, CA||Oct 1998 - Dec 2007||9|
|Marshalls Luggage||Oakland, CA||Sep 1999 - Jul 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.