Will Benner (CRD# 7325829) is an Investment Advisor Representative working at Modera Wealth Management, LLC in State College, PA and has over 3 years of experience in the finance industry. Will Benner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Modera Wealth Management, LLC | Westwood, NJ | Jan 2021 - Current | 3 |
Independence Advisors, LLC | Wayne, PA | Jul 2020 - Jan 2021 | < 1 |
Tco Fly Fishing | State College, PA | May 2018 - Jun 2020 | 2 |
Hope College | Holland, MI | Jan 2018 - May 2020 | 2 |
Hope College | Holland, MI | Aug 2017 - May 2020 | 2 |
Cnb Bank | Clearfield, PA | Jun 2019 - Aug 2019 | < 1 |
Ace Hardware | State College, PA | May 2017 - Jul 2017 | < 1 |
Stor-all | State College, PA | May 2017 - Jul 2017 | < 1 |
Unemployed | State College, PA | Sep 2016 - May 2017 | < 1 |
Centre Hills Country Club | State College, PA | Jun 2015 - Sep 2016 | 1 |
Professional Choice Mortage | State College, PA | Jun 2016 - Aug 2016 | < 1 |
Gettysburg College | Gettysburg, PA | Aug 2015 - Jun 2016 | < 1 |
State College Area High School | State College, PA | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- PA
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Total Assets Under Management12,532MILLIONS
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Total Number of Accounts18,992ACCOUNTS
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Average Account Value$659,880
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