Benchmark Financial Ltd
Benchmark Financial Ltd (CRD# 106902) is a financial advisory firm headquartered in Phoenix, AZ. They manage $38,338,066 in 128 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$299,516
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Denise Reed (CRD# 3014309) is an Investment Advisor Representative working at Benchmark Financial Ltd in Phoenix, AZ and has over 20 years of experience in the finance industry. Denise Reed 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.