Benjamin HerrickCRD Number: 7124427
Current Firm: Cetera Investment Advisers LLC
Benjamin Herrick (CRD# 7124427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Cetera Investment Advisers LLC
|Cetera Invetment Services LLC||Saint Cloud, MN||Apr 2021 - Current||1|
|Cetera Investment Advisers LLC||Endicott, NY||Apr 2021 - Current||1|
|Edward Jones||St Louis, MO||Jun 2019 - Feb 2021||1|
|Keller Williams Realty Greater Binghamton||Binghamton, NY||Jun 2016 - Jun 2019||3|
|Nickles Enterprises||Coram, NY||Aug 2018 - May 2019||< 1|
|J&k Field Services||Coram, NY||Aug 2018 - Mar 2019||< 1|
|Miller Motor Car Corp||Vestal, NY||Jul 2011 - Aug 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- 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)
- Educational seminars/workshops
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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