Carlos Benitez (CRD# 7082351) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Plano, TX | Jun 2022 - Current | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Mar 2021 - Jun 2022 | 1 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2019 - Jan 2021 | 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 2019 - Jan 2021 | 1 |
| Renaissance Financial | Phoenix, AZ | Aug 2019 - Jan 2021 | 1 |
| Unemployed | Phoenix, AZ | Jan 2018 - Aug 2019 | 1 |
| Asu Sun Devil Fitness Complex | Mesa, AZ | Mar 2017 - Dec 2017 | < 1 |
| Unemployed | Phoenix, AZ | Sep 2016 - Feb 2017 | < 1 |
| College Works Painting | Phoenix, AZ | Jan 2016 - Aug 2016 | < 1 |
| Unemployed | Phoenix, AZ | Aug 2015 - Dec 2015 | < 1 |
| Boys & Girls Club | Phoenix, AZ | Jun 2015 - Jul 2015 | < 1 |
| Asu Work Study | Mesa, AZ | Mar 2015 - May 2015 | < 1 |
| Unemployed | Phoenix, AZ | Aug 2014 - Feb 2015 | < 1 |
| Americorps | Phoenix, AZ | Jun 2014 - Jul 2014 | < 1 |
| Frys Mercado | Phoenix, AZ | Nov 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- AZ
- TX
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Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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