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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 Huston is a financial advisor with over 12 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional, licensed in Georgia, Maryland, North Carolina, South Carolina and Virginia. Benjamin is currently employed at The Colony Group, LLC and Gratus Capital, LLC, both based in Mount Pleasant, SC. Benjamin previously worked for Fidelity Investments, Fisher Investments, Mariner Wealth Advisors and is committed to providing comprehensive financial planning and investment management solutions to individuals, families and businesses.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
SC
10/22/2024 - Present
THE Colony Group, LLC (Mt. Pleasant SC)
GA
03/30/2011 - 05/30/2017
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
01/26/2011 - 02/22/2011
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
04/30/2008 - 05/11/2009
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
FL
04/17/2007 - 05/01/2008
NORTH COAST SECURITIES CORPORATION (JACKSONVILLE FL)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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