Unclaimed
Benjamin Britton Fookes is an Investment Advisor Representative with Fiduciary Financial Group, LLC. Benjamin is registered with the state of Idaho. The advisor has been in the industry for more than two years and focuses on financial planning, pension consulting and portfolio management for individuals and businesses. Fiduciary Financial Group, LLC specializes in financial planning, pension consulting and portfolio management for individuals, businesses, and pension and profit sharing plans.
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.
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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CA
01/11/2022 - Present
Fiduciary Financial Group, LLC (SAN RAFAEL CA)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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