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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamen? Claim Your ProfileBenjamen Rodney Rothwell is a financial advisor with over 16 years of experience in the financial services industry. Benjamen is currently registered with Western Wealth Management LLC, a registered investment advisor, and LPL Financial LLC. Benjamen holds a Series 66, Series 24, and Series 7 licenses and has been registered with the SEC since 2013. Benjamen has a wide range of experience in providing financial advice to individuals, families, and businesses. Benjamen specializes in financial planning, portfolio management, and retirement planning. Benjamen also offers educational seminars to help clients better understand their financial options. Benjamen is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
09/28/2021 - Present
Western Wealth Management LLC (Neskowin OR)
CA
08/26/2013 - 03/10/2020
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
03/13/2012 - 01/04/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/30/2007 - 03/08/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/20/2005 - 04/16/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (LAJOLLA CA)
IN
10/20/2005 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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