Connie Benham, financial advisor Roseburg OR

Connie Benham

CRD Number: 6008372
Current Firm: Lpl Financial LLC

Connie Benham (CRD# 6008372) is an Investment Advisor Representative working at Lpl Financial LLC in Roseburg, OR and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Roseburg, OR Jul 2021 - Current 2
Benham Corp Roseburg, OR Sep 2020 - Jul 2021 < 1
Benham Properties, LLC Medford, OR May 2017 - Jul 2021 4
Shell Rentals LLC Winchester, OR Jan 2017 - Jul 2021 4
Benham Corp Winchester, OR Mar 2013 - Jul 2021 8
Benham Four LLC Medford, OR Jan 2013 - Jul 2021 8
Various Insurance Carriers For W & R Insurance Agancies Winchester, OR Apr 2012 - Jul 2021 9
Waddell & Reed, Inc. Roseburg, OR Dec 2011 - Jul 2021 9
Benham Concrete, Inc. Coquille, OR Nov 2006 - Jul 2021 14
Stumbo Construction Winchester, OR Dec 1999 - Jul 2021 21
Zonta Club Of Roseburg Roseburg, OR Jun 2013 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Connie G. Benham
Phone Number: 704-733-3300
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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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