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Patrice G Bening

Morton Wealth

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About Patrice G Bening

Patrice Bening is a financial advisor who has been in the industry since 2005. Patrice is a Certified Financial Planner™ professional, and holds the Series 6 and Series 63 licenses. Patrice has been registered with Morton Wealth since 2022 and previously worked with BANC OF AMERICA INVESTMENT SERVICES, INC. Patrice is a registered representative with the state of California. Patrice primarily focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Patrice also offers educational seminars and publications to her clients.

Firm Information

Patrice Bening is currently registered with Morton Wealth. Morton Wealth is a wealth management firm headquartered in Calabasas, CA. They provide a wide range of services to high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm is registered with the SEC and has a long history of providing personalized investment advice and portfolio management services.
Morton Wealth

27200 AGOURA ROAD

CALABASAS, CA 91301

$2.65B

Assets Under Management

Not reported

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Patrice Bening’s Registration & Firm History

CA

05/06/2022 - Present

Morton Wealth (CALABASAS CA)

CA

08/22/2005 - 05/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)

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Licenses & Designations

BC

Issued 08/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrice G Bening.
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