Benjamin Worley
Benjamin Worley is a registered investment advisor at LPL Financial LLC, based in Dexter, MO, with 28 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1420 West Business 60 Highway, Dexter, MO, 63841
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
May 2009Other Business Activities
Benjamin is an LLC member of Bootheel Pediatric Therapy, LLC, and River Hole LLC (property holding). He is also a board member for Dexter Public Facilities Finance Board and owns residential rental property, dedicating minimal time to each activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations37 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.
Exams
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