Carlos Benites (CRD# 7199723) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corona, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside, CA | Nov 2019 - Current | 4 |
| Bank Of America, N.a. | Riverside, CA | Nov 2019 - Current | 4 |
| Uber | Chino Hills, CA | Sep 2019 - Mar 2020 | < 1 |
| Veracity Windows | Riverside, CA | Apr 2019 - Nov 2019 | < 1 |
| Marcus & Millichap | Ontario, CA | Jan 2019 - Oct 2019 | < 1 |
| Papa John's | Riverside, CA | Dec 2018 - Apr 2019 | < 1 |
| Mueller Commercial | Sacramento, CA | Jul 2018 - Dec 2018 | < 1 |
| Sacramento State University | Sacramento, CA | Jul 2017 - Dec 2018 | 1 |
| Ojiya | Chino Hills, CA | Sep 2016 - Jul 2017 | < 1 |
| Citrus College | Glendora, CA | Feb 2016 - Jun 2017 | 1 |
| Mount San Antonio College | Walnut, CA | Jul 2015 - Feb 2016 | < 1 |
| Chino Hills High School | Chino Hills, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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