Unclaimed
Benton Lane Pruitt is a financial advisor currently registered with Cetera Investment Advisers LLC. Benton is a registered representative and investment advisor representative with Cetera Investment Advisers LLC in North Carolina and Texas. Benton has been in the securities industry since May 2020 and has prior experience working as a financial professional at YS Asset Management. Benton also has experience in real estate and is a partner/LLC member of DBK Ventures LLC. Benton holds the Series 7TO, Series 66, and SIE licenses and has experience in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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
NC
08/06/2024 - Present
Cetera Investment Advisers LLC (DAVIDSON NC)
OK
01/11/2021 - 01/03/2022
FIRST FINANCIAL EQUITY CORPORATION (DUNCAN OK)
BOTH
Issued 07/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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