Benjamin OttCRD Number: 5780416
Current Firm: Kingsview Wealth Management, LLC
Benjamin Ott (CRD# 5780416) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Hammonton, NJ and has over 10 years of experience in the finance industry.
Lpl Financial LLC
Planning Capital Management Corp.
Lincoln Financial Advisors Corporation
|Kingsview Asset Management||Hammonton, NJ||Jan 2017 - Current||4|
|Edward Jones||St. Louis, MO||Apr 2010 - Jan 2017||6|
|Aerotek||Nashville, TN||Apr 2007 - Apr 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management1,460MILLIONS
Total Number of Accounts6,803ACCOUNTS
Average Account Value$214,668
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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