Brian BennerCRD Number: 3024847
Current Firm: Platinum Wealth Partners
Brian Benner (CRD# 3024847) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 19 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||3|
|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|
- Employer Dispute
- Customer Dispute
Total Assets Under Management524MILLIONS
Total Number of Accounts2,400ACCOUNTS
Average Account Value$218,208
- 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