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Benjamin Bass

16 Years of Experience
Brentwood, TN
Broker

Benjamin Bass is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5217 Maryland Way, Suite 401, Brentwood, TN, 37027

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History

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.

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Other Business Activities

Benjamin is an independent contractor for McCall and Associates, a support company. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 14 yrs 2 mos
Raymond James Financial Services, INC.Broker
June 2012 - Present · 14 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2006 - April 2008 · 2 yrs 3 mos
Morgan Keegan & Company, INC.Broker
December 2005 - April 2008 · 2 yrs 4 mos
State Registrations15 states
ALARAZCODCFLGAINKYNCSCSDTNTXVA
AdvisorBrokerBoth

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.