Shannon Benish (CRD# 4299232) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Salina, KS and has over 16 years of experience in the finance industry.
CRD# 6983312
Edward Jones
CRD# 1952415
Rfg Advisory, LLC
CRD# 7050320
United Capital Management Of Kansas, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Capital Management Of Kansas, Inc. | Salina, KS | Mar 2019 - Current | 5 |
| Stonex Securities Inc. | Salina, KS | Mar 2019 - Current | 5 |
| Cwm, LLC | Dodge City, KS | Aug 2017 - Mar 2019 | 1 |
| Cetera Advisor Networks | El Segundo, CA | Aug 2017 - Mar 2019 | 1 |
| Linsco Private Ledger | Dodge City, KS | Sep 2007 - Aug 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- KS
-
Total Assets Under Management460MILLIONS
-
Total Number of Accounts2,290ACCOUNTS
-
Average Account Value$200,774
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, KS, MI, MO, NE, OK, TX
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