Benjamin Chambers is a CFP-designated registered investment advisor, based in Aston, PA, with 20 years of industry experience.
Location
Aston, PA
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Benjamin is a Managing Member/CCO/IAR at Elevation Wealth, LLC, dedicating about half his time to serving clients and providing financial planning. He also works as an independent insurance agent, spending minimal time on insurance sales, and coaches youth soccer for a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Elevation Wealth LLC
Previous Registrations
Trinity Financial Partners II, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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