Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Benjamson is a financial advisor registered with the state of Washington. James is associated with IP Financial Advisory Services LLC, a registered investment advisor, and has been in the financial services industry since August 8, 1985. James holds the Series 7, Series 63, and Series 66 licenses. James has experience working with individual investors, corporations and qualified retirement plans. James is located in Battle Ground, WA, and offers financial planning, portfolio management, and consulting services.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
WA
05/18/2024 - Present
IP Financial Advisory Services LLC (Battle Ground WA)
WA
07/31/1999 - 05/06/2024
CROWN CAPITAL SECURITIES, L.P. (BATTLE GROUND WA)
MA
03/31/1999 - 07/29/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/04/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
01/01/1990 - 04/10/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/03/1986 - 10/25/1988
COMMONWEALTH EQUITY SERVICES, INC.
NA
02/24/1986 - 03/19/1986
PW SECURITIES, INC.
NA
07/21/1983 - 07/26/1985
TITAN CAPITAL CORPORATION
BOTH
Issued 02/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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