Michael BensonCRD Number: 5762101
Current Firm: Kestra Advisory Services, LLC
Michael Benson (CRD# 5762101) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orem, UT and has over 11 years of experience in the finance industry.
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Foresight Wealth Management, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||5|
|First West Benefit Solutions||Orem, UT||Mar 2010 - Current||11|
|Nfp||Orem, UT||Oct 2010 - Apr 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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