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Benjamin Engram

17 Years of Experience
Atlanta, GA
Broker

Benjamin Engram is a registered investment advisor at Virtus Investment Advisers, LLC, based in Atlanta, GA, with 17 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 106 clients with $52B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
75 advisors
IM Fee
Planning only
Assets Under Management
$51.7B
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Location

3333 Piedmont Road NE Suite 1500, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2024 - Present · 1 yr 11 mos
Vp Distributors, LLCBroker
June 2024 - Present · 2 yrs 4 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.
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