Benjamin Eichman (CRD# 6377621) is an Investment Advisor Representative working at Oaktree Advisors LLC in Coopersburg, PA and has over 9 years of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 6161273
Edward Jones
CRD# 2232297
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling | Albany, NY | Sep 2015 - Current | 8 |
| Oaktree Advisors | Bethlehem, PA | Aug 2015 - Current | 8 |
| J.p. Morgan Securities LLC | Newark, DE | Jul 2014 - Jul 2015 | 1 |
| Jpmorgan Chase Bank Na | Newark, DE | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- PA
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts436ACCOUNTS
-
Average Account Value$266,446
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
FL, PA
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