Clifford Benjamin (CRD# 4633715) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nashville, TN and has over 21 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Ft Lauderdale, FL | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | Ft Lauderdale, FL | Jul 2020 - Current | 3 |
| Summit Divorce Planning LLC | Nashville, TN | Mar 2003 - Current | 21 |
| Investacorp Advisory Services | Miami Lakes, FL | May 2008 - Jul 2020 | 12 |
| Investacorp, Inc. | Miami Lakes, FL | May 2006 - Jul 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TN
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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