Benton Gurley, financial advisor Covington KY
90 score

Benton Gurley

CRD Number: 6104044
Current Firm: Strategic Advisers, Inc.

Benton Gurley (CRD# 6104044) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Jul 2012 - Current 4
Convergys Erlanger, KY Nov 2011 - Jul 2012 < 1
Unemployed Lexington, KY May 2011 - Nov 2011 < 1
Smashing Tomato Lexington, KY May 2008 - May 2011 3
University Of Kentucky Lexington, KY Aug 2004 - Dec 2008 4
Surf's Up! Grill Lexington, KY Aug 2007 - May 2008 < 1
University Of Kentucky Dining Services Lexington, KY Aug 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Benton T. Gurley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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