Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Johnson Leggett is a financial advisor with LPL Financial LLC, based in Fort Collins, Colorado. Benjamin has been in the industry since March 2023. He is registered with FINRA and the state of Colorado. Benjamin holds a Series 7TO, Series 66, and SIE license. He offers a range of financial services, including financial planning, pension consulting, portfolio management, and consulting and other non-discretionary advisory services. Benjamin is also a notary public and provides financial services to Canvas Credit Union in Fort Collins.
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.
1
2
CO
04/27/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
BOTH
Issued 04/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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