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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 Rufus Philips is a financial advisor at Strata Wealth Advisors, LLC, based in Sunnyvale, Texas. Benjamin has been a Registered Investment Advisor (IA) since February 2024. Prior to joining Strata Wealth Advisors, LLC, Benjamin worked for Charles Schwab & Co., Inc. in Westlake, Texas. Benjamin has a Series 63, Series 7TO and SIE license. Benjamin has a designation of Certified Financial Planner. Benjamin's primary specializations are retirement planning, college savings, and estate planning.
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.
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.
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TX
02/06/2024 - Present
Strata Wealth Advisors, LLC (DALLAS TX)
TX
08/10/2021 - 01/16/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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