Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Depalmo is a financial advisor with Homrich Berg. Benjamin is registered in Florida and has been in the industry since 2017. Benjamin has experience in the financial services industry, with previous roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC., Seacoast Bank, Prime Meridian Bank, and Target. Benjamin has a Series 65 license and specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for 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.
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.
Strategic management for diversified investment portfolios.
Bill pay 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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/01/2025 - Present
Homrich Berg (ATLANTA GA)
Active
Inactive
Not sure Benjamin Depalmo is the right advisor for you? Invested Better is here to help.
