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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Mac Burgeson is a financial advisor with Money Concepts Capital Corp. Benjamin has been working in the financial services industry since 1985. Benjamin holds Series 7, 9, 10, 24, 63, and 65 licenses and provides financial planning and portfolio management services. Benjamin also has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. In addition to Money Concepts Capital Corp, Benjamin has worked with Grove Point Investments, LLC, New England Securities, H&R Block Financial Advisors, Inc., Cullum & Sandow Securities, Inc., The Principal/Eppler, Guerin & Turner, Inc., Prudential-Bache Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney, Harris Upham & Co., Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
08/02/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TX
11/03/2009 - 08/05/2024
GROVE POINT INVESTMENTS, LLC (JACKSONVILLE TX)
TX
11/22/2006 - 10/19/2009
NEW ENGLAND SECURITIES (HOUSTON TX)
TX
12/18/1992 - 11/27/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/19/1991 - 12/15/1992
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
TX
03/01/1990 - 07/26/1991
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
NY
02/17/1988 - 03/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
03/31/1986 - 02/22/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/23/1985 - 04/07/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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