Benjamin Peress, financial advisor Mc Lean VA
73 score

Benjamin Peress

CRD 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.

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Company Name Location Dates Years
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
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin J. Peress
Phone Number: 703-356-8611
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    443
    MILLIONS
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $1,121,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, DC, FL, IL, LA, MD, MT, NC, NY, TX, VA

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BADGES
73

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