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Samuel Craig Benson

Martin Wealth Solutions

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About Samuel Craig Benson

Samuel Benson is a financial advisor with Martin Wealth Solutions. Samuel has been in the financial services industry for over 15 years. Samuel holds Series 6, 7, 63, and 65 licenses. Samuel is a dedicated professional who strives to provide his clients with personalized financial advice. Samuel's expertise includes financial planning and portfolio management for individuals and high-net-worth clients.

Firm Information

Samuel Benson is currently registered with Martin Wealth Solutions. Martin Wealth Solutions is a registered investment advisor located in Christiansburg, Virginia. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. Martin Wealth Solutions manages approximately $184 million in assets for 541 clients. The firm has 3 licensed agents and 3 investment advisor representatives.
Martin Wealth Solutions

1055 W MAIN STREET

CHRISTIANSBURG, VA 24073

$184.09M

Assets Under Management

Not reported

Total Clients

3

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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percentage of assets

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

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Samuel Benson’s Registration & Firm History

VA

03/03/2022 - Present

Martin Wealth Solutions (CHRISTIANSBURG VA)

VA

12/22/2017 - 03/14/2022

MORGAN STANLEY (ROANOKE VA)

VA

04/13/2017 - 09/28/2017

THE O.N. EQUITY SALES COMPANY (Roanoke VA)

VA

09/08/2016 - 04/07/2017

ALLSTATE FINANCIAL SERVICES, LLC (Roanoke VA)

VA

03/10/2014 - 03/11/2015

ALLSTATE FINANCIAL SERVICES, LLC (ROANOKE VA)

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Licenses & Designations

IA

Issued 09/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Craig Benson.
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