Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Crofford is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Benjamin has been working in the financial industry since 2014. Benjamin is registered with FINRA and the state of Texas. Benjamin holds the Series 63, 66, and 7 licenses as well as the SIE. Benjamin has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Benjamin offers financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/16/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/01/2022 - 03/01/2023
USAA INVESTMENT SERVICES COMPANY (Plano TX)
TX
09/10/2021 - 05/05/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
05/20/2021 - 07/23/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
02/25/2020 - 02/23/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
06/04/2018 - 10/26/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
TX
04/16/2015 - 01/18/2018
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/14/2015 - 04/01/2015
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/10/2014 - 10/10/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 07/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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