Grace BensonCRD Number: 6710389
Current Firm: Rbc Capital Markets, LLC
Grace Benson (CRD# 6710389) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mclean, VA and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Rbc Capital Markets, LLC||Washington, DC||May 2020 - Current||1|
|Ubs Financial Services, Inc.||Washington, DC||Sep 2018 - May 2020||1|
|Ubs Financial Services, Inc.||Washington, DC||Sep 2017 - Sep 2018||1|
|Georgetown University||Washington, DC||Aug 2014 - May 2018||3|
|Mcdonough School Of Business Technology Center||Washington, DC||Apr 2016 - Apr 2018||2|
|Nonni Strategic Marketing||New York, NY||May 2017 - Aug 2017||< 1|
|Ubs Financial Services, Inc.||Washington, DC||Oct 2016 - May 2017||< 1|
|Mcdonough School Of Business Technology Center||Washington, DC||Sep 2014 - Apr 2016||1|
|N/a||Oakland, CA||Mar 2014 - Aug 2014||< 1|
|San Francisco Cooking School||San Francisco, CA||Sep 2013 - Mar 2014||< 1|
|N/a||Oakland, CA||Jun 2013 - Sep 2013||< 1|
|Bishop O'dowd High School||Oakland, CA||Aug 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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