Brian BennerCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
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
Total Assets Under Management335MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$152,273
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NC, NV, PA