Benson Mathews, financial advisor Reno NV
84 score

Benson Mathews

CRD Number: 4574483
Current Firm: Advice And Planning Services

Benson Mathews (CRD# 4574483) is an Investment Advisor Representative working at Advice And Planning Services in Reno, NV and has over 6 years of experience in the finance industry. Benson Mathews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tiaa Reno, NV Jun 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Reno, NV Jun 2014 - Current 2
Charles Schwab & Company, Inc. Reno, NV Apr 2014 - Jun 2014 < 1
Charles Schwab Bank Reno, NV Apr 2014 - Jun 2014 < 1
Cornerstone Advisors, Inc. Bellevue, WA Aug 2010 - Apr 2014 3
Northwestern Mutual Investment Services, LLC Reno, NV Mar 2010 - Aug 2010 < 1
Northwestern Mutual Investment Services, LLC Reno, NV Jan 2010 - Aug 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2010 - Aug 2010 < 1
Cornerstone Advisors, Inc. Bellevue, WA Nov 2007 - Nov 2009 2
Brighton Jones Seattle, WA Sep 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
S63 Uniform Securities State Law Examination Mar 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Benson P. Mathews
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
84

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