Benjamin Wuerffel, financial advisor Jacksonville FL
78 score

Benjamin Wuerffel

CRD Number: 5465832
Current Firm: Lincoln Investment

Benjamin Wuerffel (CRD# 5465832) is an Investment Advisor Representative working at Lincoln Investment in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Jacksonville, FL Jun 2012 - Current 4
Capital Analysts Incorporated Cincinnati, OH Jan 2011 - Current 5
Krier Wealth Management Jacksonville, FL Nov 2009 - Current 7
Capital Analysts Of Jacksonville, Inc. Jacksonville, FL Jan 2001 - Current 15
Unemployed Jacksonville, FL Nov 2010 - Jan 2011 < 1
Lpl Financial Jacksonville, FL Jun 2010 - Nov 2010 < 1
Magdalein Stratton Jacksonville, FL Jan 2007 - Nov 2009 2
Qa3 Financial Corp Omaha, NE Dec 2007 - Oct 2009 1
Bankers Life Jacksonvilee, FL Mar 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin M. Wuerffel
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
78

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