ADVISOR BIO

Benjamin Lake is a Certified Financial Planner and Chartered Financial Analyst registered in New York. Benjamin works as an Investment Advisor Representative for Miracle Mile Advisors, LLC. Benjamin has been in the industry since September 2012. Benjamin also has experience with Lake Partners, Inc, ALTFEST PERSONAL WEALTH MANAGEMENT, and Miracle Mile Advisors, LLC. Benjamin has specialized in Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting. Benjamin has worked with clients such as insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Benjamin Robert Koala is a financial advisor with Avantax Advisory Services. Benjamin holds a Series 66, Series 7, and SIE licenses. Benjamin has been in the financial services industry for over 8 years and is a Certified Financial Planner. Benjamin also has experience in tax and accounting, real estate, and is the treasurer for the Chula Vista Rotary Club.

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ADVISOR BIO

Benjamin Monreal is a financial advisor with LPL Financial LLC, registered with the state of California. Benjamin has over 30 years of experience in the industry and holds the Series 7, Series 31 and SIE licenses. Benjamin is a dedicated financial advisor who provides a wide range of financial services to individuals, businesses, and trusts.

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ADVISOR BIO

Benjamin Aaron Nussbaum is a financial advisor registered with UBS Financial Services Inc. Nussbaum has been in the industry since 2010 and is licensed to offer investment advice in 37 states. Benjamin is a Registered Representative with FINRA and holds the Series 6, 7, 63, and 66 licenses as well as the SIE license. His areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting. In addition to his work with UBS Financial Services, Benjamin is also a property owner in Kentucky.

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ADVISOR BIO

Benjamin Cachat is a financial professional with experience in the financial services industry. Benjamin is a registered representative of Wells Fargo Clearing Services, LLC. Benjamin has a strong background in providing financial advice to clients. Benjamin's current registration is with Wells Fargo Clearing Services, LLC. Benjamin has experience in providing financial advice and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Benjamin Patrick Shepherd is a financial advisor with Independent Financial Group, LLC, a firm based in San Diego, CA. Benjamin Shepherd has been a financial advisor for over a year, and has worked at Independent Financial Group, LLC since January 8, 2024. Benjamin Shepherd holds the Series 7, Series 24 and SIE licenses. Benjamin Shepherd has over 2 years of experience in the financial industry and specializes in retirement planning, mutual funds, life insurance, stocks, and bonds.

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ADVISOR BIO

Benjamin Raney is a financial advisor at J.P. Morgan Securities LLC with over 4 years of experience in the financial services industry. Benjamin holds the Series 7TO, Series 63, and Series 66 securities licenses and is registered in California, Hawaii, and Illinois. Benjamin is also an investment advisor representative and is registered in California. Benjamin specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.

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ADVISOR BIO

Benjamin Paul Wynn Durrant is an investment advisor representative at Provenio Capital. Benjamin Durrant is a registered investment advisor in the state of California. Benjamin has been in the financial services industry since 2000. Benjamin has worked at several other firms prior to joining Provenio Capital. Benjamin is a Series 3, 7, 55, 63, and 66 licensed investment advisor representative.

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ADVISOR BIO

Benjamin Forrest Guizlo is a financial advisor with LPL Financial LLC. Benjamin has been in the financial services industry since March 7, 2009. Benjamin has been registered with LPL Financial LLC since July 21, 2021 and previously held positions at Waddell & Reed, MML Investors Services, Inc. and Ameriprise Financial Services, Inc. Benjamin specializes in a variety of financial services for individuals and businesses.

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ADVISOR BIO

Benjamin Reynoso is a financial advisor who is registered with the state of California. Benjamin's firm, FCG Wealth Management LLC, is a registered investment advisor with the state of California. The firm has approximately 139 clients and manages approximately $12,637,000 in assets. Benjamin has been a registered representative for over 20 years. Benjamin offers financial planning, portfolio management for individuals, and pension consulting services. Benjamin is also an independent insurance agent.

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