Saundra Benjamin
Saundra Benjamin is a registered investment advisor at Bruce Mcindoe & Associates, INC., based in La Mesa, CA, with 7 years of industry experience. Saundra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bruce McIndoe & Associates does not manage client assets. They may recommend no-load mutual funds or fixed annuities.
Location
La Mesa, CA
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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
Saundra is an insurance and annuity agent through Bruce McIndoe & Associates, dedicating about a quarter of her time to selling insurance and annuities. She also owns Benjamin Un-Limited, a professional organizing business, spending a few hours per week on it.
Employment History
Current Registrations
Bruce Mcindoe & Associates, INC.
State Registrations1 state
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.