BB
BB

Benjamin Brason

3 Years of Experience
Philadelphia, PA
Sells Insurance

Benjamin Brason is a registered investment advisor at Florida Financial Advisors, LLC, based in Philadelphia, PA, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
Loading...

Location

1717 Arch Street, Suite 330, Philadelphia, PA, 19103

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin works as a financial consultant for Florida Financial Advisors (DBA Tristate Financial Advisors) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Advisors, spending a few hours per week.

Employment History
Current Registrations
Florida Financial Advisors, LLC
April 2022 - Present · 4 yrs 3 mos
State Registrations3 states
FLPATX
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.