Benedict Financial Planning
Benedict Financial Planning (CRD# 117422) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $20,993,000 in 135 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts135ACCOUNTS
Average Account Value$155,504
- 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
- Pension consulting services
Lynella Devillier (CRD# 1928450) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 26 years of experience in the finance industry.
Carl Benedict (CRD# 1178319) is an Investment Advisor Representative working at Benedict Financial Planning in Baton Rouge, LA and has over 29 years of experience in the finance industry. Carl Benedict 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.