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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BH

Benjamin Heywood Conner

Idaho·CRD #5408057
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Benjamin H Holmgren

Arizona·CRD #5091612
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
40
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
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BH

Benjamin Hilliard Clark

Maine·CRD #2663792
Dual-registered

Dual-registered at HEADINVEST

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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BH

Benjamin Hoehler

Alabama·CRD #5159652
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
28
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BH

Benjamin H Spalding III

Alabama·CRD #1924878
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
31
Exams
3
Since
1989
Est. fee
AUM / Flat Fee
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BH

Benjamin H Taylor

California·CRD #3105189
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
25
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
BI

Benjamin Ian Skinner

Ohio·CRD #6656205
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL STRATEGIES INC

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Other
View profile
BI

Benjamin I Liener

California·CRD #6504612
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
26
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Benjamin J. Abraham

Alaska·CRD #4262156
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
26 yrs
States
35
Exams
5
Since
2000
Fee
AUM / Flat Fee / Performance-based
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BJ

Benjamin Jackson Poe

Texas·CRD #7431325
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
View profile
BJ

Benjamin Jacob Albright

Maryland·CRD #8164618
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BJ

Benjamin Jacob Childs

Texas·CRD #6099091
IA Rep

Investment Adviser Rep at SONNET, LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM
Minimum
$5k
View profile
BJ

Benjamin Jacob Mack

California·CRD #5983337
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
19
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Benjamin Jacob Uysmith

Arizona·CRD #6155551
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
11
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Benjamin James Baudoin

Louisiana·CRD #7469344
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Benjamin James Bird

Arizona·CRD #5722859
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
17 yrs
States
25
Exams
5
Since
2009
Fee
AUM / Other
View profile
BJ

Benjamin James Ganson

Colorado·CRD #6457385
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
13
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BJ

Benjamin James Houseman

California·CRD #4686523
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
16 yrs
States
8
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Benjamin James Johnston

Florida·CRD #6907230
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
8 yrs
States
4
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BJ

Benjamin James Jones

Florida·CRD #5156039
Dual-registered

Dual-registered at NATIONAL WEALTH MANAGEMENT GROUP, LLC

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Benjamin James Muchler

Massachusetts·CRD #3095504
Dual-registered

Dual-registered at BOSTON RESEARCH AND MANAGEMENT, INC.

Experience
20 yrs
States
2
Exams
2
Since
2006
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
BJ

Benjamin James Orner

Alabama·CRD #7343373
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
5 yrs
States
13
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Benjamin James Peterson

Alabama·CRD #7486358
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
9
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Benjamin James Simpson

Louisiana·CRD #7025821
Dual-registered

Dual-registered at ABEL HALL, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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