Leslie Benge, financial advisor Roanoke TX

Leslie Benge

CRD Number: 2552085
Current Firm: Advisor Resource Council

Leslie Benge (CRD# 2552085) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 28 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Roanoke TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
Jerry Boda, financial advisor Roanoke TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Arica Savannah, financial advisor Roanoke TX
Arica Savannah
CRD# 4211653
Raymond James & Associates, Inc.
Company Name Location Dates Years
Lpl Financial LLC Roanoke, TX Sep 2016 - Current 7
Advisor Resource Council (formerly: 360 Wealth Management, Llc) Roanoke, TX Sep 2016 - Current 7
Homes In Sync Keller, TX Sep 2010 - Current 13
Wells Fargo Advisors, LLC Southlake, TX Sep 2011 - Sep 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Leslie B. Benge
Phone Number: (972) 421-1360
Firm Website: https://www.360wm.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Leslie Benge and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.