Benjamin Chambers (CRD# 5079991) is an Investment Advisor Representative working at Elevation Wealth LLC in Aston, PA and has over 18 years of experience in the finance industry. Benjamin Chambers 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2020 - Current | 3 |
| Elevation Wealth LLC | Aston, PA | Apr 2020 - Current | 4 |
| Kestra Investment Services, Inc. | Austin, TX | Jun 2015 - May 2020 | 4 |
| Trinity Financial Partners Ii, LLC | Berwyn, PA | Jun 2015 - May 2020 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Wayne, PA | Dec 2005 - Jun 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- PA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
PA, TX
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