William Benner (CRD# 5155057) is an Investment Advisor Representative working at Aviator Financial, LLC in Newport, PA and has over 17 years of experience in the finance industry.
CRD# 3244566
Cetera Investment Advisers LLC
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
CRD# 3113314
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aviator Financial, LLC | Newport, PA | Jan 2019 - Current | 5 |
| Waddell & Reed | Overland Park, KS | Aug 2006 - Oct 2018 | 12 |
| Pennsylvania Air National Guard | Middletown, PA | Jul 1986 - Jun 2017 | 30 |
| Campaign Of Tom Corbett | Newport, PA | May 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
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- PA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts168ACCOUNTS
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Average Account Value$83,480
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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