linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Lancelot Ambrosini

Axxcess Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Lancelot Ambrosini

Benjamin Lancelot Ambrosini is an investment advisor representative with Axxcess Wealth Management, LLC. Benjamin has been in the industry since 2020, and has a series 65 license and a SIE certification. Benjamin has experience in insurance and financial advising. Benjamin is registered with the state of Oregon and California, and has worked with clients including individuals, corporations, and charitable organizations. Benjamin is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Benjamin Ambrosini is currently registered with Axxcess Wealth Management, LLC. Axxcess Wealth Management, LLC is a wealth management firm headquartered in Carlsbad, CA. The firm provides a range of financial planning and investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Axxcess Wealth Management, LLC manages approximately $6.5 billion in assets for its clients.
Axxcess Wealth Management, LLC

6005 HIDDEN VALLEY ROAD

CARLSBAD, CA 92011

$6.47B

Assets Under Management

10,745

Total Clients

47

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Ambrosini’s Registration & Firm History

CA

12/09/2024 - Present

Axxcess Wealth Management, LLC (CARLSBAD CA)

Not sure if Benjamin Lancelot Ambrosini is right for you?

Licenses & Designations

IA

Issued 03/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Lancelot Ambrosini.
Not sure if Benjamin Lancelot Ambrosini is right for you?