Bobby Benyamin is a CFP-designated registered investment advisor, based in Lincoln, CA, with 6 years of industry experience. Bobby is also registered as a broker, so some compensation may come from commissions on products sold.
Location
985 Sun City Lane, Suite 106, Lincoln, CA, 95648
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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.
Learn about disclosures →Employment History
Current Registrations
Aw SecuritiesBroker
May 2023 - Present · 3 yrs 5 mos
Allworth Financial, L.P.
June 2020 - Present · 6 yrs 4 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.
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