Benjamin Fernandez
Benjamin Fernandez is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 25 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1610 E River Rd #116, Tucson, AZ, 85718
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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
Benjamin sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies. He is also a financial professional at Wilde Wealth Management and the owner/president/financial professional at Fernandez Wealth Management Group, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Greenberg Financial Group
Greenberg Financial GroupBroker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations3 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.