Benjamin Deist is a registered investment advisor at LPL Financial LLC, based in Richmond, TX, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Richmond, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin operates Sienna Wealth Management and Compounding Faith Financial as DBAs for his LPL business. He also engages in debt consulting, media through Compounding Faith Media, and manages Compounding Faith Initiative Inc for tax/investment purposes, dedicating a significant amount of time across these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Primerica Advisors
PFS Investments INC.Broker
Primerica Advisors
PFS Investments INC.Broker
Tcf Investments, INC.Broker
State Registrations2 states
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