Saundra Benjamin, financial advisor La Mesa CA

Saundra Benjamin

CRD Number: 3104647
Current Firm: Bruce Mcindoe & Associates, Inc.

Saundra Benjamin (CRD# 3104647) is an Investment Advisor Representative working at Bruce Mcindoe & Associates, Inc. in La Mesa, CA and has over 6 years of experience in the finance industry.

Similar Advisors
Mark Richards, financial advisor La Mesa CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor La Mesa CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Similar Advisors
Paul Lim, financial advisor La Mesa CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Company Name Location Dates Years
Bruce Mcindoe & Associates, Inc. La Mesa, CA Jan 2018 - Current 6
Bruce Mcindoe & Associates, Inc. La Mesa, CA Aug 1995 - Dec 2017 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Saundra D. Benjamin
Phone Number: 619-281-4939
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.