Benjamin GajardoCRD Number: 7464016
Current Firm: Commonwealth Financial Network
Benjamin Gajardo (CRD# 7464016) is an Investment Advisor Representative working at Commonwealth Financial Network in Provo, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Foresight Wealth Management, LLC
|Commonwealth Financial Network||Waltham, MA||Feb 2022 - Current||< 1|
|Merrill Financial Associates||Provo, UT||May 2021 - Current||1|
|School||Provo, UT||Nov 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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