Brian Benner, financial advisor Tampa FL
58 score

Brian Benner

CRD Number: 3024847
Current Firm: Platinum Wealth Partners, Inc.

Brian Benner (CRD# 3024847) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jul 2014 - Current 2
Morgan Stanley Smith Barney La Jolla, CA Mar 2011 - Jun 2014 3
Wachovia Securities, LLC La Jolla, CA Oct 2006 - Mar 2011 4
Stone & Youngberg LLC Sherman Oaks, CA Jan 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Oct 2002
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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian S. Benner
Phone Number: 813-579-1660
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $152,273
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NC, NV, PA

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BADGES
58

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