Grace Benson (CRD# 6710389) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
City National Bank | Washington, DC | Feb 2022 - Current | 2 |
Rbc Capital Markets, LLC | Washington, DC | May 2020 - Current | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- DC
- TX
- VA
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- 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
- Other
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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