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Benjamin Reid Chambers

Elevation Wealth LLC

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About Benjamin Reid Chambers

Benjamin Chambers is an investment advisor representative at Elevation Wealth LLC. Benjamin has been in the financial industry since March 2006. Benjamin is licensed to provide investment advisory services in Pennsylvania and Texas. Benjamin also holds a Series 66 license and is a Certified Financial Planner. Elevation Wealth LLC is an investment advisor registered with the state of Pennsylvania. The firm specializes in providing financial planning and portfolio management services for individuals.

Firm Information

Benjamin Chambers is currently registered with Elevation Wealth LLC. Elevation Wealth LLC is a financial advisory firm based in [Location - Not provided in the data], offering comprehensive financial planning and portfolio management services to individuals and families. Their team of experienced professionals provides personalized guidance to help clients achieve their financial goals.

Not reported

Assets Under Management

30

Total Clients

1

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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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.

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fixed fees

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

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percentage of assets

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

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Benjamin Chambers’s Registration & Firm History

PA

04/14/2022 - Present

Elevation Wealth LLC (ASTON PA)

PA

06/12/2015 - 06/01/2020

KESTRA INVESTMENT SERVICES, LLC (BERWYN PA)

PA

03/15/2006 - 06/16/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)

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Licenses & Designations

BOTH

Issued 04/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Reid Chambers.
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