James BenoitCRD Number: 3098537
Current Firm: Charles Schwab & Company, Inc.
James Benoit (CRD# 3098537) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Jan 1999 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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