Benjamin Shamberger is a CFP-designated registered investment advisor, based in Winston Salem, NC, with 12 years of industry experience.
Location
155 Sunnynoll Ct, Suite 101, Winston Salem, NC, 27106
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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 is a financial advisor at Dixon & Company Wealth Management and a registered representative with Purshe Kaplan Sterling Investments. He also sells fixed and variable insurance products, co-hosts a podcast, co-authored a book, and is an advisory board member for a media organization, dedicating minimal time to the latter three activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Dixon and Company Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
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