Benjamin Sampson (CRD# 7216479) is an Investment Advisor Representative working at Miller Avenue Advisors LLC in Mill Valley, CA and has over 4 years of experience in the finance industry. Benjamin Sampson 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miller Avenue Advisors, LLC | Mill Valley, CA | Mar 2024 - Current | < 1 |
| Miller Avenue Advisors, LLC | Mill Valley, CA | Feb 2024 - Mar 2024 | < 1 |
| Brighton Jones | San Francisco, CA | Jan 2019 - Feb 2024 | 5 |
| Arizona Dept Of Education | Tempe, AZ | Sep 2018 - Dec 2018 | < 1 |
| Sterling Valet | Scottsdale, AZ | Aug 2017 - Dec 2018 | 1 |
| Chicago Cubs | South Bend, IN | Feb 2018 - Sep 2018 | < 1 |
| Unemployed | Palo Alto, CA | Jun 2017 - Aug 2018 | 1 |
| Laz Parking | Phoenix, AZ | Aug 2017 - Dec 2017 | < 1 |
| Vanderbilt University | Nashville, TN | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- CA
-
Total Assets Under Management123MILLIONS
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Total Number of Accounts233ACCOUNTS
-
Average Account Value$528,702
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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