Benjamin CarsonCRD Number: 5618762
Current Firm: The L. Warner Companies, Inc.
Benjamin Carson (CRD# 5618762) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 8 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|M Holdings Securities, Inc.||Portland, OR||Apr 2009 - Current||8|
|The L. Warner Companies, Inc.||Timonium, MD||Mar 2009 - Current||8|
|The Prudential Insurance Company Of America||Hunt Valley, MD||Nov 2008 - Mar 2009||< 1|
|Pruco Securities LLC||Hunt Valley, MD||Nov 2008 - Mar 2009||< 1|
|Djl & Associates||Woburn, MA||Sep 2008 - Nov 2008||< 1|
|Oce North America||Irvine, CA||Jan 2008 - Sep 2008||< 1|
|Tuffs University||Medford, MA||Jun 2007 - Dec 2007||< 1|
|Tufts University||Medford, MA||Sep 2006 - May 2007||< 1|
|Warner Companies||Timonium, MD||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management343MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,490,299
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MA, MD, NJ, NY, PA, TX, VA
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