Daniel Benster (CRD# 2525690) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 21 years of experience in the financial advisory business.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Langhorne, PA | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Langhorne, PA | Nov 2020 - Jul 2021 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Newtown, PA | Nov 2020 - Jul 2021 | < 1 |
| Janney Montgomery Scott LLC | Philadelphia, PA | May 2009 - Nov 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- DE
- NJ
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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