Benjamin Pendill, financial advisor Mooresville IN

Benjamin Pendill

CRD Number: 4540185
Current Firm: Raymond James Financial Services Advisors, Inc.

Benjamin Pendill (CRD# 4540185) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mooresville, IN and has over 21 years of experience in the finance industry. Benjamin Pendill 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Mooresville, IN Jul 2023 - Current < 1
Raymond James Financial Services Advisors, Inc. Mooresville, IN Jul 2023 - Current < 1
Brody J Wealth Management Mooresville, IN Jul 2023 - Current < 1
Pendill Wealth Managment Mooresville, IN Jul 2023 - Current < 1
Edward Jones St Louis, MO May 2002 - Jul 2023 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Benjamin J. Pendill
Phone Number: 727-567-3020
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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