Mackenzie Bennett
Mackenzie Bennett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinati, OH, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1139 Fehl Ln, Cincinati, OH, 45230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Mackenzie is a business development officer for Cornerstone Retirement Advisor, Inc., dedicating about half of their time. Mackenzie also sells fixed, indexed, life, and Medicare insurance when rates are favorable, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations5 states
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