BC
BC

Benjamin Childs

13 Years of Experience
Spring, TX
Sells Insurance

Benjamin Childs is a registered investment advisor at Sonnet, LLC, based in Spring, TX, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 260 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$117.5M
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Location

18935 I-45 North, Spring, TX, 77389

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Benjamin is involved in several business activities, including insurance sales through Green Phoenix, LLC, wealth management through Wealth Management Investment Advisors and Sonnet, LLC, and managing various real estate properties. He dedicates minimal time to the insurance and real estate activities.

Employment History
Current Registrations
Wealth Management Investment Advisors, LLC
January 2018 - Present · 8 yrs 4 mos
Sonnet, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Sonnet, LLC
February 2017 - December 2017 · 10 mos
Wealth Management Investment Advisors, LLC
February 2017 - December 2017 · 10 mos
Sonnet, LLC
April 2016 - December 2016 · 8 mos
Wealth Management Investment Advisors, LLC
October 2014 - December 2016 · 2 yrs 2 mos
Regal Investment Advisors LLC
November 2013 - July 2015 · 1 yr 8 mos
Onyx Wealth Advisors, INC.
August 2012 - December 2013 · 1 yr 4 mos
State Registrations1 state
TX
Advisor

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.