Richard Benson is a registered investment advisor, based in Broken Arrow, OK, with 25 years of industry experience.
Location
3101 N Hemlock Circle, Suite 130, Broken Arrow, OK, 74012
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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
Richard is a direct owner of Benson Financial Services, Inc., spending a few hours per week on this business. He is also an associate at Vineyard Financial Group, Inc. (DBA/Insurance), dedicating about a quarter of his time, and a Certified Federal Benefit Advisor for Vineyard Federal Benefit Advisors, spending about 10-20% of his time. Finally, Richard is a part owner of MC Heritage, LLC, farmland, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Vineyard Asset Management, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Washington Square Securities, INC.Broker
State Registrations9 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.