Randy Benning (CRD# 2280167) is an Investment Advisor Representative working at Benning Financial Group, LLC in Fairfield, CA and has over 31 years of experience in the finance industry. Randy Benning 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# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 1245314
Wealth & Tax Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Benning Financial Group LLC | Fairfield, CA | Nov 2002 - Current | 21 |
Triad Advisors, Inc. | Norcross, GA | Dec 2008 - Dec 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1993 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
- TX
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$374,790
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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