Benjamin AmbuehlCRD Number: 7084260
Current Firm: The Strategic Financial Alliance
Benjamin Ambuehl (CRD# 7084260) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 2 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|The Strategic Financial Alliance||Atlanta, GA||Feb 2019 - Current||3|
|Pine Cove Inc.||Tyler, TX||Nov 2017 - Current||5|
|Breakout Games||Atlanta, GA||Sep 2016 - Current||6|
|Huddle Tickets||Alpharetta, GA||Sep 2016 - Nov 2017||1|
|Downline Ministries||Memphis, TN||Feb 2014 - Sep 2016||2|
|Booster Enterprises||Alpharetta, GA||Sep 2005 - Nov 2013||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management525MILLIONS
Total Number of Accounts2,557ACCOUNTS
Average Account Value$205,496
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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