Ronald Benoit, financial advisor Temecula CA
93 score

Ronald Benoit

CRD Number: 5542522
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ronald Benoit (CRD# 5542522) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Blake Fambrough, financial advisor Temecula CA
Blake Fambrough
CRD# 4782319
John P. Dubots Capital Management, LLC
Score
103
Similar Advisors
Cory Persson, CFA, CFS, financial advisor Temecula CA
Cory A. Persson, CFA, CFS
CRD# 6281131
Pacific Capital
Score
100
Similar Advisors
Mark Anselmo, financial advisor Temecula CA
Mark J. Anselmo
CRD# 2109009
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside, CA Oct 2009 - Current 7
Banc Of America Investment Services, Inc. Riverside, CA Jun 2008 - Oct 2009 1
Black & Decker, Hhi Foothill Ranch, CA Jul 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Ronald A. Benoit
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.