Benjamin Forgrave, financial advisor Heath OH
93 score

Benjamin Forgrave

CRD Number: 4472948
Current Firm: Lpl Financial LLC

Benjamin Forgrave (CRD# 4472948) is an Investment Advisor Representative working at Lpl Financial LLC in Heath, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Zanesville, OH May 2016 - Current < 1
Alpha Financial Planning, Inc. Dublin, OH Apr 2015 - May 2016 1
Lpl Financial Dublin, OH Jun 2012 - Aug 2015 3
Huntington National Bank Columbus, OH Apr 2012 - Jun 2012 < 1
The Huntington Investment Company Columbus, OH Aug 2010 - Jun 2012 1
Mercer Global Advisors Inc. Dublin, OH Jun 2008 - Aug 2010 2
Mercer Advisors Dublin, OH Mar 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Benjamin P. Forgrave
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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