Benjamin PeressCRD Number: 1802030
Current Firm: Outfitter Advisors, Ltd.
Benjamin Peress (CRD# 1802030) is an Investment Advisor Representative working at Outfitter Advisors, Ltd. in Mc Lean, VA and has over 28 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Outfitter Financial Corp.||Mclean, VA||Jun 2005 - Current||11|
|Outfitter Advisors, Ltd.||Mclean, VA||Aug 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 1991|
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:
- Regulatory Event
Total Assets Under Management443MILLIONS
Total Number of Accounts395ACCOUNTS
Average Account Value$1,121,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, IL, LA, MD, MT, NC, NY, TX, VA