Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Benham is a financial advisor at LPL Financial LLC, based in Roseburg, OR. Connie has been in the financial services industry since February 2012, and has experience with various financial products and services, including securities and insurance. Connie is registered with the state of Oregon as well as with the state of Texas. Previously, Connie worked for Waddell & Reed, Inc., where they were registered from February 2012 to July 2021. Connie Benham is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
1
2
OR
06/19/2024 - Present
LPL Financial LLC (ROSEBURG OR)
OR
02/02/2012 - 07/21/2021
WADDELL & REED (ROSEBURG OR)
BOTH
Issued 04/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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