Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Warren Rucker is a financial advisor registered with Financial & TAX Architects, LLC in Largo, MD. Rucker has over 30 years of experience in the financial services industry and holds a Series 1, Series 24, and Series 63 license. Rucker is a Certified Financial Planner. Rucker has previously worked at TRANSAMERICA FINANCIAL ADVISORS, INC and PW SECURITIES, INC. Rucker focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
1
2
MD
11/22/2023 - Present
Financial & TAX Architects, LLC (Largo MD)
MD
04/01/1991 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (LARGO MD)
NA
10/09/1989 - 04/01/1991
PW SECURITIES, INC.
AZ
06/18/1989 - 10/10/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/02/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/07/1983 - 07/27/1987
PW SECURITIES, INC.
NA
03/30/1981 - 10/06/1983
CARDELL & ASSOCIATES, INCORPORATED
NA
04/18/1977 - 05/06/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
07/17/1973 - 05/11/1977
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 04/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 07/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
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