Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Burkhart is a financial advisor registered with LPL Financial LLC and The Financial Advisory Group. Benjamin is registered with the state of Pennsylvania. Benjamin is also registered with the states of Maryland and Texas as an Investment Advisor Representative. Benjamin has been in the securities industry since February 2023. Benjamin holds the Series 7TO and Series 63 securities licenses. Benjamin is also a Certified Financial Planner™. Benjamin is part of The Financial Advisory Group LTD which is an independent investment advisor firm and is separate from and independent of LPL Financial.
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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2
PA
10/02/2024 - Present
LPL Financial LLC (YORK PA)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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