Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.
CRD# 2923073
Captrust
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2675476
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial | Davis, CA | Oct 2008 - Current | 15 |
| World Equity Group | Davis, CA | May 2015 - May 2019 | 4 |
| Axa Advisors, LLC | New York, NY | Jul 2004 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- CA
-
Total Assets Under Management2,260MILLIONS
-
Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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