Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Simpson is a registered representative with LPL Financial LLC. Benjamin is licensed in Louisiana and Mississippi. He is also registered with the state of Louisiana as an investment advisor representative. Benjamin has been in the industry since 2018 and has experience with LPL Financial LLC, Lincoln Financial Group, Light House Coffee, Red Zeppelin Pizza, LSU Middleton Library, Simpson Sod Company, Patrick J Gros CPA, Northlake Christian School, and LSU. He offers financial planning, portfolio management for businesses, and portfolio management for individuals. He provides consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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LA
06/08/2023 - Present
LPL Financial LLC (BATON ROUGE LA)
BOTH
Issued 06/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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