Benjamin BattCRD Number: 6437003
Current Firm: Phillips Financial
Benjamin Batt (CRD# 6437003) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Secure Asset Management, LLC
Raymond James & Associates, Inc.
Lincoln Financial Advisors Corporation
|Phillips Financial||Fort Wayne, IN||Nov 2014 - Current||7|
|Automatic Data Processing||Fort Wayne, IN||Jan 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2017|
Total Assets Under Management1,106MILLIONS
Total Number of Accounts1,996ACCOUNTS
Average Account Value$554,271
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, IL, IN, NC, NH, OH, TX
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