Benjamin Yohanan, financial advisor San Bruno CA

Benjamin Yohanan

CRD Number: 2347968
Current Firm: Securities America Advisors, Inc.

Benjamin Yohanan (CRD# 2347968) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Bruno, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. San Bruno, CA Jan 2009 - Current 15
Securities America Advisors, Inc. San Bruno, CA Jan 2009 - Current 15
Hatch Retirement Services San Mateo, CA Sep 2008 - Current 15
Ben Yohanan Annuity & Insurance Agency, Inc. San Mateo, CA Mar 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
Contact Info for Benjamin Yohanan
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • 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
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, WY

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