BA
BA
Benita Alstatt
26 Years of Experience
Fort Myers, FL
1 DisclosureBroker
Benita Alstatt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
13720 6 Mile Cypress Parkway, Suite #1, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2015Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Hightower Securities, LLCBroker
August 2014 - July 2015 · 11 mos
Hightower Advisors, LLC
August 2014 - July 2015 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - August 2014 · 15 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - August 2014 · 15 yrs 8 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
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
No exam information available for this advisor.