BO
BO

Benjamin James Orner

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

715 Kennerly Road, Irmo, SC, 29063

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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

Benjamin is affiliated with Blackbridge Financial and Independent Advisor Alliance, providing investment advisory services and dedicating full-time hours to the latter. He is also a board member of Kingston Forrest Homeowners Association, Inc and an agent with Sage Insurance Partners, selling non-variable insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
April 2021 - Present · 4 yrs 10 mos
State Registrations12 states
ALCACOFLGAILNCNYOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.