Paul Bennett, financial advisor Eden Prairie MN

Paul Bennett

CRD Number: 3084172
Current Firm: Raymond James Financial Services Advisors, Inc.

Paul Bennett (CRD# 3084172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eden Prairie, MN and has over 22 years of experience in the finance industry. Paul 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.

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Professional Designations
Company Name Location Dates Years
The Wealth Group - Austin B. Colby & Associates Eden Prairie, MN Jan 2021 - Current < 1
Raymond James Financial Services Advisors, Inc. Eden Prairie, MN Jan 2009 - Current 12
Raymond James Financial Services, Inc. Eden Prairie, MN Aug 2001 - Current 19
Insurance - Non Variable Minneapolis, MN May 2005 - Jun 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Paul M. Bennett
Phone Number: 727-567-3020
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • 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, VI, VT, WA, WI, WV, WY

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