Ben Voss is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Loveland, CO, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

201 E 4th Street #23, Loveland, CO, 80537

Get directions

History

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 →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Edward JonesBroker
July 2012 - September 2018 · 6 yrs 2 mos
Edward Jones
July 2012 - September 2018 · 6 yrs 2 mos
New England Securities Corporation
June 2012 - July 2012 · 1 mo
New England SecuritiesBroker
March 2012 - July 2012 · 4 mos
Great Nation Investment CorporationBroker
January 2012 - February 2012 · 1 mo
Edward JonesBroker
August 2011 - December 2011 · 4 mos
State Registrations7 states
COKSNCNMOKTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.