BS
BS

Benjamin Strother

2 Years of Experience
San Diego, CA
Broker

Benjamin Strother is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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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 Activities

Benjamin operates under the DBA Benson Financial Group for his LPL business. He also works as a teacher at Hannibal Lagrange University, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
January 2024 - March 2024 · 2 mos
Securities America, INC.Broker
April 2023 - March 2024 · 11 mos
State Registrations1 state
MO
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.