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James Rocke Senkbeil

Benedict Financial Advisors, Inc.

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About James Rocke Senkbeil

James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc. based in Atlanta, GA. James has over 30 years of experience in the financial services industry. James has a broad range of experience in various financial markets, including stocks, bonds, mutual funds, and options. James provides investment advisory services through Benedict Financial Advisors, Inc., an independent investment advisor firm. James has a strong track record of success in helping clients achieve their financial goals.

Firm Information

James Senkbeil is currently registered with Benedict Financial Advisors, Inc.. Benedict Financial Advisors, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission, headquartered in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They serve a diverse clientele, including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $430,056,651 in assets for 740 accounts. They offer a wrap fee program.
Benedict Financial Advisors, Inc.

6000 LAKE FORREST DRIVE

ATLANTA, GA 30328-5901

$430.06M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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James Senkbeil’s Registration & Firm History

GA

03/01/2021 - Present

Benedict Financial Advisors, Inc. (Atlanta GA)

CA

09/04/1999 - 10/18/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

05/01/1995 - 07/20/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/15/1991 - 06/15/1992

SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)

NA

12/23/1987 - 09/22/1988

PAINEWEBBER INCORPORATED

NA

08/29/1985 - 03/12/1986

E. F. HUTTON & COMPANY INC

NA

10/15/1984 - 05/29/1985

SUNSTRAND SECURITIES CORPORATION, INC.

NA

01/27/1981 - 11/26/1984

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

NA

08/20/1980 - 02/12/1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 05/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 04/28/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/18/1985

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Rocke Senkbeil.
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