Charles Benson is a CFP-designated registered investment advisor, based in New Bern, NC, with 20 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
212 S Front Street, New Bern, NC, 28560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns Benson II Commercial LLC and CGB Holdings, both rental real estate businesses, and dedicates minimal time to each. He is also an officer of Benson Wealth Partners LLC, spending about half his time providing financial planning and advisory services, and treasurer of New Bern Preservation Foundation, spending minimal time reviewing financial reports.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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
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