Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Marshall is a financial advisor with over 15 years of experience in the industry. Benjamin is currently registered with Golden State Equity Partners, LLC and has been with the firm since 2023. Benjamin is also a Certified Financial Planner. Benjamin has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Benjamin specializes in providing financial planning, investment management, and retirement planning services. Benjamin also provides insurance and other financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
CA
05/30/2023 - Present
Golden State Equity Partners, LLC (SOUTH COAST METRO CA)
UT
11/10/2015 - 06/05/2017
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
UT
01/23/2012 - 11/04/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
UT
04/05/2010 - 01/10/2012
SECURITIES AMERICA, INC. (MIDVALE UT)
CA
01/01/2008 - 04/05/2010
WELLS FARGO ADVISORS, LLC (OROVILLE CA)
CA
10/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OROVILLE CA)
CA
03/26/2007 - 10/10/2007
WELLS FARGO INVESTMENTS, LLC (PARADISE CA)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Benjamin Marshall is the right advisor for you? Invested Better is here to help.
