Benjamin Kohls-Chase, financial advisor Spokane WA
58 score

Benjamin Kohls-Chase

CRD Number: 6145202
Current Firm: Financial Advocates Investment Management

Benjamin Kohls-Chase (CRD# 6145202) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Spokane, WA Oct 2015 - Current 1
Hoyt, Lewis & Associates, LLC Spokane, WA Jan 2013 - Current 3
The Power Outlet Spokane, WA Sep 2012 - Current 4
Waddell & Reed, Inc. Spokane, WA Feb 2013 - Sep 2015 2
Various Insurance Carriers For W&r Insurance Agencies Spokane, WA Feb 2013 - Sep 2015 2
Day Wireless Spokane Valley, WA Jan 2012 - Jan 2013 1
Critical Power Exchange Spokane Valley, WA Aug 2011 - Jan 2012 < 1
Comcast Spokane, WA Jul 2011 - Aug 2011 < 1
Nordstrom Spokane, WA Jun 2011 - Jul 2011 < 1
Team Winmark Spokane, WA Oct 2009 - Jun 2011 1
Communication Center, Inc. Spokane, WA Feb 2009 - Oct 2009 < 1
Unemployed Spokane, WA Aug 2007 - Feb 2009 1
Day Wireless Systems Everett, WA Jan 2007 - Aug 2007 < 1
Unemployed Everett, WA Nov 2006 - Jan 2007 < 1
Aames Home Loan Bellevue, WA Jan 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin Kohls-Chase
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
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
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
58

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