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Benjamin R Cason

Charles Schwab & CO., Inc.

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About Benjamin R Cason

Benjamin R. Cason is a financial professional with over 13 years of experience in the industry. Benjamin is currently registered with Charles Schwab & CO., Inc. and has held previous roles with TD Ameritrade, Inc., SCOTTRADE, INC., WELLS FARGO ADVISORS, LLC, PNC INVESTMENTS and EDWARD JONES. Benjamin has a strong background in providing financial advice to individuals and families. Benjamin's primary focus is to help clients achieve their financial goals, whether it's saving for retirement, paying for college, or planning for their future. Benjamin is committed to providing personalized service and building long-lasting relationships with clients.

Firm Information

Benjamin Cason is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

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

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Benjamin Cason’s Registration & Firm History

MO

01/26/2022 - Present

Charles Schwab & CO., Inc. (Chesterfield MO)

MO

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (CHESTERFIELD MO)

MO

04/04/2016 - 02/26/2018

SCOTTRADE, INC. (DESPERES MO)

MO

03/12/2012 - 03/29/2016

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

MO

04/09/2010 - 08/26/2011

PNC INVESTMENTS (ST. PETERS MO)

MO

10/23/2009 - 03/19/2010

EDWARD JONES (WILDWOOD MO)

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Licenses & Designations

BOTH

Issued 12/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Benjamin R Cason. Review regulatory record here.
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