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Benjamin Earl Dum

River Wealth Advisors LLC

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About Benjamin Earl Dum

Benjamin Earl Dum is a financial advisor with River Wealth Advisors LLC in CAMP HILL, PA. Benjamin has been in the industry for over 26 years. He has experience working with individuals, families, and businesses. He is a Certified Financial Planner and has a strong background in investments and financial planning.

Firm Information

Benjamin Dum is currently registered with River Wealth Advisors LLC. River Wealth Advisors LLC is a registered investment advisor located in CAMP HILL, PA. The firm provides financial planning and portfolio management for individuals, businesses, charitable organizations, and pension and profit sharing plans. As of their last reporting, the firm managed over $1 billion in assets.
River Wealth Advisors LLC

100 CORPORATE CENTER DRIVE

CAMP HILL, PA 17011

$1.06B

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Dum’s Registration & Firm History

PA

11/09/2023 - Present

River Wealth Advisors LLC (CAMP HILL PA)

PA

05/13/2014 - 04/18/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MECHANICSBURG PA)

PA

05/30/2000 - 04/30/2014

CHARLES SCHWAB & CO., INC. (WAYNE PA)

MO

06/11/1996 - 05/15/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/23/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Earl Dum.
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