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William Benson

5 Years of Experience
Duncan, OK
BrokerSells Insurance

William Benson is a registered investment advisor, based in Duncan, OK, with 5 years of industry experience.

Location

728 W Main St, Duncan, OK, 73533

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is a financial advisor at YS Asset Management LLC since 2017, dedicating full-time hours. He also sells fixed insurance products with various companies since 2020, spending minimal time. Additionally, William is a manager/owner of Benson Asset Management LLC and a financial professional at FFEC Wealth Partners, dedicating minimal time and full-time hours respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 6 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Arvest Wealth Management
August 2020 - January 2025 · 4 yrs 5 mos
Arvest Wealth ManagementBroker
July 2020 - January 2025 · 4 yrs 6 mos
State Registrations15 states
ALARCACOIAKSMOMSMTNHOKSCTXUTWA
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.
William Benson - Financial Advisor | TrueAdvisor