Benjamin Brason (CRD# 7535636) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities, LLC | Philadelphia, PA | May 2023 - Current | 1 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia, PA | Apr 2022 - Current | 2 |
| Unemployed | Palm Beach Gardens, NY | Dec 2019 - Apr 2022 | 2 |
| Temple University | Philadelphia, PA | Aug 2016 - May 2020 | 3 |
| Skyline Apartments | Philadelphia, PA | Apr 2019 - Dec 2019 | < 1 |
| Unemployed | Philadelphia, PA | Oct 2018 - Apr 2019 | < 1 |
| Field House | Philadelphia, PA | Jun 2018 - Oct 2018 | < 1 |
| The Benjamin School | Palm Beach Gardens, FL | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- PA
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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