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Anthony Gerard Benson

Keel Point, LLC

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About Anthony Gerard Benson

Anthony Benson is an investment advisor representative associated with Keel Point, LLC. Anthony Benson is also a Chartered Financial Analyst. Anthony Benson has been in the securities industry since March 28, 2011. Anthony Benson holds Series 7, Series 57, Series 63 and SIE licenses and is registered in the following states: District of Columbia, Florida, Missouri, New Hampshire, Texas, Virginia and Washington. Anthony Benson was previously associated with WFG INVESTMENTS, INC. in Vienna, Virginia.

Firm Information

Anthony Benson is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting service to third-party ria

Consulting service to third-party ria

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Anthony Benson’s Registration & Firm History

VA

08/16/2017 - Present

Keel Point, LLC (VIENNA VA)

VA

11/18/2014 - 12/31/2014

WFG INVESTMENTS, INC. (VIENNA VA)

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Licenses & Designations

BC

Issued 12/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2016

Series 57 - Securities Trader Exam

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Gerard Benson.
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