Wayne BenekeCRD Number: 3112678
Current Firm: First Allied Advisory Services, Inc.
Wayne Beneke (CRD# 3112678) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Harlingen, TX and has over 18 years of experience in the finance industry.
Securities America Advisors, Inc.
The Prudent Investor Coach, LLC
First Allied Advisory Services, Inc.
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Allied Securities Inc.||San Diego, CA||Jul 2008 - Current||9|
|Wayne D. Beneke, P.c.||Harlingen, TX||Sep 1993 - Current||23|
|Intersecurities, Inc.||Harlingen, TX||Nov 2001 - Dec 2007||6|
|Long Chilton, LLP||Harlingen, TX||Mar 1974 - Dec 2007||33|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV