BB
CFP
BB
CFP

Benjamin Bistline

17 Years of Experience
Beavercreek, OR
Broker

Benjamin Bistline is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beavercreek, OR, with 17 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

Beavercreek, OR

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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 owner of Metis Wealth Advisory Group, a support company. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.
November 2009 - Present · 16 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Metis Wealth Advisory Group
February 2011 - July 2019 · 8 yrs 5 mos
Crown Capital Securities, L.P.Broker
September 2008 - November 2009 · 1 yr 2 mos
State Registrations33 states
AKALARAZCACOCTFLGAHIIAIDILLAMAMDMSMTNCNDNENJNMNVNYOHORPASCTXUTVAWA
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.
Benjamin Bistline - Financial Advisor | TrueAdvisor