Robert BensonCRD Number: 4428831
Current Firm: Principal Securities, Inc.
Robert Benson (CRD# 4428831) is an Investment Advisor Representative working at Principal Securities, Inc. in Spokane, WA and has over 15 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Princor Financial Services Corporation||Spokane, WA||Nov 2007 - Current||8|
|Principal Life Insurance Company||Spokane, WA||Dec 2006 - Current||9|
|Travelers Insurance||Spokane, WA||Sep 2006 - Dec 2006||< 1|
|Full Time Education||Valleyford, WA||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV