Benjamin Benzaken
Benjamin Benzaken is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1585 Kapiolani Blvd, Ste 1216, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Benjamin operates BenZaken Investment Group as a DBA for his LPL business and owns rental real estate. He is also a Hawaii director of a self-defense program, dedicating minimal time to it, and a non-variable insurance producer, also dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Mutual Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations21 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.