Benjamin Yglesias
Benjamin Yglesias is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, SC, with 7 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4408 Forest Dr, Suite 2001, Columbia, SC, 29206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Benjamin operates as a financial professional under the name Michael Oana Retirement Planning Specialist, dedicating a full-time workload to this activity. He also owns Brisk Maids, a cleaning company, spending a few hours per week managing operations and building the business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations6 states
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