Benjamin Dourte, financial advisor Conshohocken PA
96 score

Benjamin Dourte

CRD Number: 3053786
Current Firm: Compass Ion Advisors, LLC

Benjamin Dourte (CRD# 3053786) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 18 years of experience in the finance industry. Benjamin Dourte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas McKeon, financial advisor Conshohocken PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Conshohocken PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Conshohocken PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Servicing Parsippany, NJ Dec 2008 - Current 8
Compass Ion Advisors, LLC Conshohocken, PA Dec 2008 - Current 8
Comprehensive Capital Management Parsippany, NJ Dec 2008 - Jan 2014 5
Emerging Growth Equities, Ltd. King Of Prussia, PA Feb 2007 - Dec 2008 1
Ege Advisors, Ltd. King Of Prussia, PA Feb 2007 - Dec 2008 1
Sei Investments Management Corporation Oaks, PA Jan 2003 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Benjamin M. Dourte
Phone Number: 610-783-4265
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    2,538
    ACCOUNTS
  • Average Account Value
    $225,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Benjamin Dourte and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.