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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 Chadwick Summers is a financial advisor registered with Independent Financial Partners in Raleigh, NC. Benjamin has been in the financial services industry since 2004 and has worked for several firms including LPL Financial LLC and SunTrust Investment Services, Inc. Benjamin is a Certified Financial Planner and holds the Series 7, 66 and 31 licenses as well as the SIE exam. Benjamin is also a licensed insurance agent and has worked with The Pinnacle Group and Crump Life Insurance Services, Inc. Benjamin has 4 approved state registrations including North Carolina, South Carolina, Texas and Virginia. Benjamin specializes in providing financial planning, investment advisory services and pension consulting services to a wide range of clients, including individuals, businesses, charitable organizations 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
NC
12/09/2011 - Present
Independent Financial Partners (RALEIGH NC)
NC
12/09/2011 - 05/23/2019
LPL FINANCIAL LLC (RALEIGH NC)
VA
07/31/2006 - 12/09/2011
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
SC
09/09/2004 - 07/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE SC)
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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