Benjamin Clauss
Benjamin Clauss is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 27 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
101 Falls Park Drive, Suite 600, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a member of the finance/investment committee for 4th Presbyterian Church and Triune Mercy Center, both non-profits. He dedicates minimal time to the church and a few hours per week to the center, overseeing investment policies and advisors.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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