Joseph Benner is a CFP-designated registered investment advisor, based in Doylestown, PA, with 20 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1980 South Easton Road, Suite 150, Doylestown, PA, 18901
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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 Activities
Joseph is a part owner of LFG LLC, a hard seltzer manufacturer. He may devote a few hours per week to this activity, none during trading hours.
Employment History
Current Registrations
Girard Investment Services, LLCBroker
Girard Advisory Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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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