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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 Talley is a financial advisor at Cambridge Investment Research Advisors, Inc. Benjamin has been in the financial services industry since 2013 and has been registered with Cambridge Investment Research Advisors, Inc. since 2024. Benjamin holds Series 6, 7, 63, and 65 licenses and has designations as a Certified Financial Planner and Chartered Financial Consultant. Benjamin is located in Johnson City, Tennessee.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
07/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Johnson City TN)
TN
11/17/2020 - 07/18/2024
LPL FINANCIAL LLC (JOHNSON CITY TN)
TN
10/08/2013 - 12/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JOHNSON CITY TN)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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