Madison Bennett, financial advisor Wrightsville GA

Madison Bennett

CRD Number: 6268161
Current Firm: Avantax Advisory Services

Madison Bennett (CRD# 6268161) is an Investment Advisor Representative working at Avantax Advisory Services in Wrightsville, GA and has over 4 years of experience in the finance industry.

Similar Advisors
Steven Arkin, financial advisor Wrightsville GA
Steven M. Arkin
CRD# 6141908
Arkin Financial Advisors, LLC
Similar Advisors
Curtis Beall, financial advisor Wrightsville GA
Curtis A. Beall
CRD# 1093325
Northwestern Mutual Investment Services,llc
Similar Advisors
Eleanor Butler, financial advisor Wrightsville GA
Eleanor B. Butler
CRD# 7034800
The Fiduciary Group
Company Name Location Dates Years
Avantax Advisory Services Sandersville, GA May 2019 - Current 2
Avantax Investment Services, Inc. Sandersville, GA Jun 2017 - Current 4
Madison Ashleigh LLC Sandersville, GA May 2017 - Current 4
Sweat & Associates LLC Wrightsville, GA Sep 2013 - Current 8
Unemployed Statesboro, GA May 2013 - Sep 2013 < 1
Georgia Southern University Statesboro, GA Aug 2012 - May 2013 < 1
Unemployed Statesboro, GA Jun 2007 - Aug 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Madison A. Bennett
Phone Number: 972-870-6000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.