Joseph Benner is a CFP-designated registered investment advisor, based in Doylestown, PA, with 19 years of industry experience.
Location
1980 South Easton Road, Suite 150, Doylestown, PA, 18901
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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.
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
October 2015 - Present · 10 yrs 11 mos
Girard Advisory Services, LLC
September 2015 - Present · 11 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - September 2015 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - September 2015 · 9 yrs 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.