Benjamin Dall, financial advisor Lone Tree CO

Benjamin Dall

CRD Number: 7241408
Current Firm: Charles Schwab & Company, Inc.

Benjamin Dall (CRD# 7241408) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Lone Tree, CO Apr 2022 - Current 1
Charles Schwab & Company, Inc. Lone Tree, CO Mar 2020 - Current 3
Unemployed Brownsburg, IN Nov 2019 - Mar 2020 < 1
Seventh Dimension LLC Mocksville, NC Nov 2019 - Nov 2019 < 1
Full On Fear LLC Cameron, NC Jul 2019 - Nov 2019 < 1
Lenovo Morrisville, NC Jun 2016 - Jul 2019 3
Indiana University At Bloomington Bloomington, IN Aug 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Benjamin D. Dall
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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, VI, VT, WA, WI, WV, WY

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