Benjamin Kalbaugh is a registered investment advisor, based in Birmingham, AL, with 2 years of industry experience.
Location
22 Inverness Center Parkway, Suite 135, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin works for Ella Valley Wealth Advisors, providing administrative support such as reviewing paperwork, speaking with clients, and reviewing firm policies. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations1 state
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