Benjamin Wilcox
Benjamin Wilcox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 15 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
Firm Size
IM Fee
Assets Under Management
Location
3400 Executive Parkway, Suite 200, Toledo, OH, 43606
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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 conducts securities and non-variable insurance business under the DBA Wilcox Financial/Wilcox Sports Management, spending minimal time. He also sells non-variable life insurance and disability income policies as an insurance agent for Ameritas, taking about a quarter of his time, and provides commentary for live high school sports events on a local cable network, also taking about a quarter of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Wilcox Financial, INC.
Ameritas Investment Company, LLCBroker
State Registrations20 states
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