Benjamin BurrowsCRD Number: 7114853
Current Firm: Raymond James & Associates, Inc.
Compensation Model: Both
Motley Fool Wealth Management, LLC
Meridian Wealth Management LLC
|Raymond James & Associates||Denver, CO||May 2019 - Current||3|
|S&p Global||Centennial, CO||Apr 2014 - Apr 2019||5|
|Gonzaga University||Spokane, WA||Aug 2010 - Jan 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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