Sheri Benjamin (CRD# 2041714) is an Investment Advisor Representative working at Lpl Financial LLC in Mill Valley, CA and has over 33 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenbrae, CA | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
- CA
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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