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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 Charles Davis is a financial advisor with LPL Financial LLC. Benjamin has been in the industry for 3 years, and is registered to offer securities and advisory services in 54 states. Benjamin is experienced in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining LPL Financial LLC, Benjamin worked as a financial advisor with Equitable Advisors, LLC. Benjamin is passionate about helping clients achieve their financial goals.
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.
1
2
SC
07/15/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/08/2020 - 06/30/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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