Pisces Financial Advisors, LLC
Pisces Financial Advisors, LLC (CRD# 313209) is a financial advisory firm headquartered in , . They manage $28,021,739 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$509,486
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Pisces Financial Advisors, LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry. Benjamin Birken 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.