Benjamin Disalle
Benjamin Disalle is a registered investment advisor at Cetera Investment Advisers LLC, based in Westminster, CO, with 35 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8774 Yates Dr Suite 130, Westminster, CO, 80031
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Regulatory History
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 ActivitiesSells Insurance
Benjamin is the treasurer of The Financial Retirement Group Inc., a DBA used for administrative tasks, dedicating minimal time. He also works as an insurance agent selling life insurance, annuities, and long-term care products, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Schneider Securities, INC.Broker
R a F Financial CorporationBroker
Paulson Investment Company, INC.Broker
Walford & Company, INC.Broker
Dickinson & CO.Broker
Neidiger, Tucker, Bruner, INC.Broker
Malone & Associates, INC.Broker
Malone & Associates, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.