Benjamin Kingsley
Benjamin Kingsley is a CFP-designated registered investment advisor at UBS Financial Services INC., based in San Diego, CA, with 11 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
12220 El Camino Real, Suite 400, San Diego, CA, 92130
Get directionsHistory
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 Activities
Benjamin is a member of the Board of Directors for The Anza Borrego Foundation, the funding entity for the Anza Borrego National Park. He advises on financial decisions and advocates for the state park, dedicating minimal time to this role.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Mercer Global Advisors INC.
State Registrations32 states
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
More Advisors
- Edward MirskyUBS Financial Services INC.
- Thomas KrumenackerUBS Financial Services INC.
- Benjamin NussbaumUBS Financial Services INC.
- Bryce HermanUBS Financial Services INC.
- Jeffrey HackettUBS Financial Services INC.
- Laura Jacobs, CFPUBS Financial Services INC.