BS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B
Fee Structure
This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information
Office location
Alpharetta, GA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is an investment advisor representative (IAR) at Sageview Advisory Group, LLC, providing advisory services. This takes about a quarter of his time, with most of the hours during trading hours.
Employment History
Current Registrations
Sageview Advisory Group, LLC
April 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
July 2017 - Present · 8 yrs 6 mos
Cetera Wealth Services, LLCBroker
July 2017 - Present · 8 yrs 6 mos
Previous Registrations
Alliant Retirement Consulting
January 2020 - March 2024 · 4 yrs 2 mos
LPL Financial LLC Broker
June 2010 - July 2017 · 7 yrs 1 mo
Ing Financial Advisers, LLCBroker
April 2007 - May 2010 · 3 yrs 1 mo
Jackson National Life Distributors LLCBroker
July 2006 - March 2007 · 8 mos
Valubond Securities, INC.Broker
January 2003 - September 2005 · 2 yrs 8 mos
E*trade Securities LLCBroker
August 2000 - January 2003 · 2 yrs 5 mos
State Registrations2 states
CAGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.