Benjamin Toben, financial advisor Des Peres MO

Benjamin Toben

CRD Number: 5530758
Current Firm: Cornerstone Wealth Management, LLC

Benjamin Toben (CRD# 5530758) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Wealth Management, LLC Des Peres, MO Sep 2016 - Current 7
Lpl Financial, LLC Des Peres, MO Aug 2016 - Current 7
Edward Jones Saint Louis, MO Nov 2009 - Aug 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Benjamin G. Toben
Phone Number: 636-397-6200
Registered State(s):
  • LA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    3,120
    MILLIONS
  • Total Number of Accounts
    17,400
    ACCOUNTS
  • Average Account Value
    $179,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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