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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benton? Claim Your ProfileBenton Curtis Lacy is a financial advisor with over 10 years of experience. Benton is currently registered as an Investment Advisor Representative with Kingsview Wealth Management, LLC. Benton has been with Kingsview Wealth Management, LLC since January 2021. Prior to that, Benton was employed by WELLS FARGO CLEARING SERVICES, LLC for 9 years, BBVA COMPASS INVESTMENT SOLUTIONS, INC for 2 years and GUARANTY BROKERAGE SERVICES, INC. for 5 years. Benton has Series 6, 7, 63 and 65 licenses as well as the SIE exam. Benton specializes in working with high-net-worth individuals, corporations, charitable organizations, investment companies and other investment advisors. Benton's expertise is in financial planning, portfolio management, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
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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2
TX
01/15/2021 - Present
Kingsview Wealth Management, LLC (College Station TX)
TX
08/31/2012 - 01/27/2021
WELLS FARGO CLEARING SERVICES, LLC (COLLEGE STATION TX)
TX
02/10/2010 - 08/20/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
08/30/2004 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (TOMBALL TX)
GA
08/23/1996 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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