BB
CFP
BB
CFP

Bobby Benyamin

5 Years of Experience
Folsom, CA
Broker

Bobby Benyamin is a CFP-designated registered investment advisor, based in Folsom, CA, with 5 years of industry experience.

Location

340 Palladio Pkwy., Suite 501, Folsom, CA, 95630

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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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Employment History
Current Registrations
Aw SecuritiesBroker
May 2023 - Present · 3 yrs
Allworth Financial, L.P.
June 2020 - Present · 5 yrs 11 mos
State Registrations1 state
CA
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.
Bobby Benyamin - Financial Advisor | TrueAdvisor