Benjamin Hein (CRD# 4027543) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Miami Beach, FL and has over 15 years of experience in the finance industry. Benjamin Hein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Octogone Na, LLC | Miami, FL | Aug 2022 - Current | 1 |
| Oac Capital Advisors LLC | Miami Beach, FL | Mar 2022 - Current | 2 |
| Oac Capital Advisors LLC | Miami Beach, FL | Apr 2020 - Current | 4 |
| Octogone Na Inc. | Miami, FL | Aug 2020 - Aug 2022 | 2 |
| Octogone Advisors (cayman) Ltd. | Grand Gayman, | Jul 2020 - Aug 2022 | 2 |
| Clairmont Investment Advisors LLC | Miami Beach, FL | Mar 2016 - Jul 2020 | 4 |
| Clairmont Advisors Limited | Nassau, | Mar 2016 - Jul 2020 | 4 |
| Clairmont Investment Advisors LLC | Miami Beach, FL | Oct 2015 - Jul 2020 | 4 |
| Bigsur Wealth Management LLC | Miami, FL | Oct 2014 - May 2016 | 1 |
| Bigsur Partners | Miami, FL | Oct 2014 - Mar 2016 | 1 |
| Efg Capital International, Inc. | Miami, FL | Nov 2012 - Sep 2014 | 1 |
| Efg Capital Advisors, Inc. | Miami, FL | Sep 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
- FL
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$1,321,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Other
FL, MI
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