Benjamin Engram is a registered investment advisor at Virtus Investment Advisers, LLC, based in Atlanta, GA, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
3333 Piedmont Road NE Suite 1500, Atlanta, GA, 30305
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2024 - Present · 1 yr 5 mos
Vp Distributors LLCBroker
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Fsc Securities CorporationBroker
November 2021 - March 2023 · 1 yr 4 mos
Securities America, INC.Broker
May 2021 - March 2023 · 1 yr 10 mos
LPL Financial LLCBroker
November 2017 - November 2020 · 3 yrs
Global Strategic Investments, LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
LPL Financial LLCBroker
June 2007 - November 2012 · 5 yrs 5 mos
Uvest Financial Services Group, INC.Broker
September 2006 - April 2012 · 5 yrs 7 mos
Banc of America Securities LLCBroker
October 2004 - April 2006 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
March 2003 - November 2004 · 1 yr 8 mos
State Registrations12 states
AKARCTGAIAIDMNNDORSDWAWI
AdvisorBroker
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.