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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Adam Whitacre is a financial advisor with over 17 years of experience in the financial services industry. Benjamin is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. He has a strong track record of providing financial advice to individuals, families, and businesses. He is a dedicated professional who is committed to helping his clients achieve their financial goals. Benjamin is a Certified Financial Consultant (CFC) and holds the Series 66, Series 7, and SIE licenses. His prior roles have included experience at Northwestern Mutual Investment Services, LLC, and AXA Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/28/2022 - Present
LPL Financial LLC (PONTE VERDA FL)
MD
06/15/2006 - 11/20/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Hunt Valley MD)
NY
05/11/2005 - 05/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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