Vance Bennett (CRD# 2841746) is an Investment Advisor Representative working at Parallel Equity Advisors Ltd. in Dublin, OH and has 1 year of experience in the finance industry. Vance Bennett 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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parallel Equity Advisors Ltd. | Dublin, OH | Jan 2018 - Current | 6 |
| Fortune Financial Services, Inc. | Monaca, PA | Sep 2017 - Current | 6 |
| Vance Bennett | Newark, NJ | Jan 2013 - Current | 11 |
| Vance Bennett | Newark, NJ | Jun 1996 - Current | 27 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Mar 2014 - Oct 2017 | 3 |
| Meritor | Newark, OH | Jul 1990 - Apr 2015 | 24 |
| Newark City Schools | Newark, OH | Aug 2002 - Dec 2014 | 12 |
- OH
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Total Assets Under Management18MILLIONS
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Total Number of Accounts87ACCOUNTS
-
Average Account Value$206,258
- 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
OH
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