William Benjes, financial advisor Plymouth MA

William Benjes

CRD Number: 18140
Current Firm: 1620 Investment Advisors, Inc.

William Benjes (CRD# 18140) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
1620 Investment Advisors, Inc. Plymouth, MA Apr 2004 - Current 18

William Benjes has no recent exams reported.
Contact Info for William D. Benjes
Phone Number: 508-830-4778
Firm Website: http://www.1620ia.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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