Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Melton is a financial advisor with LPL Financial LLC in Mercer Island, WA. Benjamin has been in the industry since December 14, 2013. Benjamin is a Certified Financial Planner and a Chartered Financial Analyst. Benjamin also works with EK Riley Investments, LLC. Benjamin has been registered with FINRA since 2012.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
10/01/2020 - Present
LPL Financial LLC (MERCER ISLAND WA)
WA
07/01/2014 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Mercer Island WA)
WA
07/18/2012 - 02/01/2013
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
IA
Issued 07/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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