Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional with over 11 years of experience in the financial services industry. Benjamin is a Senior Client Service Manager at Palisades Hudson Asset Management, LP in Austin, TX. Benjamin has been registered with the state of Texas since 2016 as an Investment Advisor Representative. Benjamin specializes in working with individuals, families, businesses, and pooled investment vehicles.
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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TX
03/02/2016 - Present
Palisades Hudson Asset Management, LP (Austin TX)
Active
Inactive
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