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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+)
BP

Benjamin Parker Gregory

Alabama·CRD #6416416
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
11 yrs
States
4
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Benjamin Parker Haynes

North Carolina·CRD #8029837
IA Rep

Investment Adviser Rep at CASSIA CAPITAL PARTNERS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
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BP

Benjamin Patch

Massachusetts·CRD #6811830
IA Rep

Investment Adviser Rep at MIDDLETON & COMPANY INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM
Minimum
$1.0M
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BP

Benjamin Patrick Carlson

Michigan·CRD #7115957
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
3 yrs
States
1
Since
2023
Fee
AUM / Flat Fee
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BP

Benjamin Patrick McLaughlin

Alaska·CRD #3260721
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
28
Exams
5
Since
1999
Est. fee
AUM / Flat Fee
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BP

Benjamin Patrick Seelaus

Florida·CRD #4621898
Dual-registered

Dual-registered at SEELAUS ASSET MANAGEMENT, LLC

Experience
20 yrs
States
13
Exams
8
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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BP

Benjamin Patrick Woods

Alabama·CRD #7173939
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
6 yrs
States
52
Exams
6
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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BP

Benjamin Paul Barbour

California·CRD #5948847
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
15 yrs
States
14
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Benjamin Paul Burkley

Alaska·CRD #5189154
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
20
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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BP

Benjamin Paul Greenman

Florida·CRD #7809109
IA Rep

Investment Adviser Rep at CORE WEALTH ADVISORS, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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BP

Benjamin Paul Hines

Washington·CRD #7793566
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BP

Benjamin Paul Hudson

Delaware·CRD #865725
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
47 yrs
States
6
Exams
10
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Benjamin Paul Lucks

Colorado·CRD #7318097
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
5 yrs
States
5
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BP

Benjamin Paul McElwee

Florida·CRD #7352010
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
5 yrs
States
6
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Benjamin Paul Vandenberghe

Indiana·CRD #7490430
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Benjamin Paul Vaske

Nebraska·CRD #7378593
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
View profile
BP

Benjamin Pecora

Alabama·CRD #6970316
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
34
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Benjamin Peter Holcombe

Massachusetts·CRD #5830353
Dual-registered

Dual-registered at APPLETON PARTNERS, INC.

Experience
14 yrs
States
1
Exams
2
Since
2012
Est. fee
AUM
Minimum
$2.0M
View profile
BP

Benjamin Peter Mayo

California·CRD #8003208
Dual-registered

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

Experience
2 yrs
States
10
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Benjamin Peter Okwit Kanas

Arizona·CRD #7967299
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
28
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
BP

Benjamin P Garneau

Alabama·CRD #2322368
Dual-registered

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

Experience
33 yrs
States
41
Exams
6
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Benjamin Philip Dembowski

Florida·CRD #7785445
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
3
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BP

Benjamin Plummer

Arizona·CRD #7610662
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
3 yrs
States
6
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Benjamin P Manley

New York·CRD #5176213
Dual-registered

Dual-registered at MATAURO, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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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