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Michael Benefield

8 Years of Experience
Greensburg, PA
BrokerSells Insurance

Michael Benefield is a registered investment advisor, based in Greensburg, PA, with 8 years of industry experience.

Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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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.

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Other Business ActivitiesSells Insurance

Michael is a board member for a fraternity, owner of a law practice, owner of Benefield Financial Advisors, LLC, and an independent insurance agent. He also brokers life settlements and is a notary for the State of Indiana, dedicating minimal time to each of those roles.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
October 2019 - Present · 6 yrs 7 mos
Trustmont Financial Group, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Voya Financial Advisors, INC.
September 2017 - October 2019 · 2 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2017 - October 2019 · 2 yrs 2 mos
State Registrations4 states
FLINLATX
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.
Michael Benefield - Financial Advisor | TrueAdvisor