Theresa Benson
Theresa Benson is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
301 East Pine Street, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theresa serves on the advisory board for the Central Florida Chapter of the Exit Planning Institute and dedicates minimal time to this role. She is also listed as the registered agent for her husband's fishing guide business, Watermark Outdoors LLC, and assists with taxes, dedicating minimal time to this as well.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Imst Distributors, LLCBroker
Suntrust Investment Services, INC.Broker
State Registrations10 states
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