PB
CFP · PFS
PB
CFP · PFS

Paul Benjamin

30 Years of Experience
Skokie, IL
Broker

Paul Benjamin is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 30 years of industry experience. Paul 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5202 Old Orchard Road, Suite 110, Skokie, IL, 60077

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History

Regulatory 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.

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Other Business Activities

Paul operates under the DBA EBS Wealth Management Services for his investment practice. He is also a board member for the Sedol Foundation, a CPA/Partner at The Hechtman Group, and a board member for Carlyle Court HOA, dedicating about a quarter of his time to the CPA firm.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 21 yrs 10 mos
Cetera Financial Specialists LLC
March 2004 - Present · 22 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2004 - Present · 22 yrs 2 mos
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
June 2000 - July 2004 · 4 yrs 1 mo
Hochman & Baker Securities, INC.Broker
July 1995 - September 2004 · 9 yrs 2 mos
State Registrations15 states
AZCACOFLILINNDNJNYOHPATNTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.