Adi Benyishay (CRD# 2183586) is an Investment Advisor Representative working at Fba Wealth Management, LLC in Southampton, PA and has over 31 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fba Wealth Management LLC | Southampton, PA | Jan 2008 - Current | 16 |
| Financial Benefits Alliance, Inc. | Southampton, PA | Aug 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management25MILLIONS
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Total Number of Accounts537ACCOUNTS
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Average Account Value$46,571
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, FL, IN, MI, NC, NJ, PA, TX, WA
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