Staci Bennett (CRD# 3181918) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Simons Island, GA and has over 23 years of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 1799341
North Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | St Simons Island, GA | Apr 2020 - Current | 4 |
| Bank Of America, N.a. | Saint Simons Island, GA | Jul 2017 - Apr 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Simons Island, GA | May 2017 - Apr 2020 | 2 |
| Forethought Distributors, LLC | Simsbury, CT | Mar 2015 - Apr 2017 | 2 |
| Global Atlantic Financial Company | Simsbury, CT | Mar 2015 - Apr 2017 | 2 |
| Lincoln Financial Distributors, Inc. | Radnor, PA | Oct 2008 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- GA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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