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Frank Gordon Benson

Charles Schwab & CO., Inc.

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About Frank Gordon Benson

Frank Gordon Benson is a financial advisor registered with Charles Schwab & Co., Inc. Frank has been in the financial services industry since 2003. Previously, Frank was registered with UBS Financial Services Inc. and Citigroup Global Markets Inc. Frank is licensed to offer securities and advisory services in the state of California. Frank holds the Series 7, Series 9 and Series 63 securities licenses and the SIE exam.

Firm Information

Frank Benson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Frank Benson’s Registration & Firm History

CA

12/06/2018 - Present

Charles Schwab & CO., Inc. (Menlo Park CA)

CA

12/06/2013 - 07/27/2018

UBS FINANCIAL SERVICES INC. (SAN MATEO CA)

CA

12/09/1998 - 02/24/2009

CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)

CA

05/01/1998 - 08/27/1998

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

10/01/1997 - 05/01/1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

BC

Issued 02/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Frank Gordon Benson.
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