BP
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Benjamin Perry

1 Year of Experience
Friendswood, TX
BrokerSells Insurance

Benjamin Perry is a registered investment advisor at Cetera Investment Advisers LLC, based in Friendswood, TX, with 1 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3 Parkside Drive Suite 101, Friendswood, TX, 77546

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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

Benjamin sells fixed insurance products as an insurance agent, dedicating minimal time to this activity. He also works as a financial professional for Tradewins Financial, spending nearly full-time hours offering financial services, and is a consultant and bio product sales for Quadrant Biosciences ABC, LLC, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
State Registrations7 states
FLNJNYOHPATXWA
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.