Benjamin Davis, financial advisor Jacksonville FL

Benjamin Davis

CRD Number: 5392324
Current Firm: Wealth Enhancement Advisory Services, LLC

Benjamin Davis (CRD# 5392324) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry. Benjamin Davis 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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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Sep 2018 - Current 3
Wealth Enhancement Advisory Services Plymouth, MN Aug 2018 - Current 3
Retirement Strategies, Inc. Jacksonville, FL Sep 2015 - Sep 2018 3
Soundview Advisors Olympia, WA Nov 2013 - Sep 2015 1
Charles Schwab & Co, Inc. Seattle, WA Feb 2007 - Nov 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Oct 2008
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.

Get Details on the FINRA Advisor Check site
Contact Info for Benjamin E. Davis
Phone Number: 763-417-1700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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