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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 Phillips is a financial advisor currently registered with Edward Jones. Benjamin has been in the financial services industry since 2001. Benjamin holds licenses in 14 states including Arkansas, Colorado, Florida, Georgia, Illinois, Iowa, Louisiana, Michigan, Mississippi, North Carolina, Oklahoma, Rhode Island, South Carolina, and Texas. Benjamin has worked for Edward Jones, Wells Fargo Advisors, LLC, and PFS Investments Inc. in the past. Benjamin has a strong background in providing financial advice to individuals and businesses. Benjamin's services include financial planning, pension consulting, and portfolio management.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
10/28/2016 - Present
Edward Jones (TROUP TX)
TX
07/16/2010 - 11/03/2016
WELLS FARGO ADVISORS, LLC (TYLER TX)
TX
08/27/2002 - 07/19/2010
EDWARD JONES (TYLER TX)
GA
09/11/2001 - 07/03/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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