Michael Benedict, financial advisor Fort Worth TX
76 score

Michael Benedict

CRD Number: 1922253
Current Firm: The Milestone Group, Inc.

Michael Benedict (CRD# 1922253) is an Investment Advisor Representative working at The Milestone Group, Inc. in Fort Worth, TX and has over 27 years of experience in the finance industry. Michael Benedict 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 Milestone Group, Inc. Denver, CO Mar 2016 - Current < 1
Weaver Tidwell Capital, LLC Dallas, TX Jun 2008 - Current 8
Weaver And Tidwell Finacial Advisors, Ltd. Fort Worth, TX May 2002 - Current 14
Oakbrook Financial Group, LLC Oak Brook, IL Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael B. Benedict
Phone Number: 303-539-0100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,945
    MILLIONS
  • Total Number of Accounts
    1,946
    ACCOUNTS
  • Average Account Value
    $999,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, LA, MI, NC, NE, NH, OH, SC, TX

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BADGES
76

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