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Benson Onyegbula

EPI Financial Group

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About Benson Onyegbula

Benson Onyegbula is an investment advisor representative with Epi Financial Group. Benson has been in the industry since 2021 and has passed the Series 7TO, SIE, and Series 66 exams. Benson has experience with Ameriprise Financial Services, LLC and PNC Investments. Benson also has experience in insurance sales and services with EPI Protection, LLC. Benson focuses on providing financial planning, selection of other advisors, and portfolio management services for individuals.

Firm Information

Benson Onyegbula is currently registered with EPI Financial Group. EPI Financial Group is an investment advisor located in New Jersey. They provide financial planning, selection of other advisers, and portfolio management for individuals. The firm has 6 licensed agents and 6 investment adviser representatives and manages approximately $6.85 million in assets for 87 individual clients.

$6.86M

Assets Under Management

502

Total Clients

4

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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other

Referral fees

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Benson Onyegbula’s Registration & Firm History

MI

11/27/2024 - Present

EPI Financial Group (TROY MI)

MI

04/03/2024 - 08/16/2024

PNC INVESTMENTS (ROMEO MI)

MI

07/03/2023 - 03/29/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Pleasant Ridge MI)

MI

10/15/2021 - 05/01/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)

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Licenses & Designations

BOTH

Issued 02/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Benson Onyegbula. Review regulatory record here.
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