Benjamin Hall is a ChFC-designated registered investment advisor at Lri Investments, based in Newtown, PA, with 25 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B 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 | 2.00% |
Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.
Fee Estimator
Location
109 Pheasant Run, Newtown, PA, 18940
Get directionsHistory
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 Activities
Benjamin is a limited partner in JKJ M Equity Partners, LP, and a VP & Managing Director at JKJ Financial Services & JKJ Retirement Services, dedicating nearly full-time hours to client management and business production. He also works full-time as a Registered Representative with M Holdings Securities, Inc and as an Investment Advisory Representative with LRI Investments, LLC, and spends minimal time as a Member of JKJ LRII Equity Partners LLC.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
M Holdings Securities, INC.Broker
State Registrations15 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
More Advisors
- Glen Coral, ChFCLri Investments
- Timothy Malarkey, ChFCLri Investments
- Christopher Lyman, CFP, ChFCCambridge Investment Research Advisors, INC.
- Brian Henrysen, CFPPw Nova Financial Services LLC
- Brett Danko, CFPMain Street Financial Solutions, LLC
- Sean Conner, CFPEthos Capital Management, INC.