Darrell Benjamin (CRD# 6356141) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Richmond Heights, OH and has over 6 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Richmond Heights, OH | Nov 2023 - Current | < 1 |
U.s. Bancorp Investments, Inc. | Richmond Heights, OH | Jul 2023 - Nov 2023 | < 1 |
U.s. Bancorp Investments, Inc. | Richmond Heights, OH | May 2018 - Jul 2023 | 5 |
U.s. Bank | Richmond Heights, OH | May 2018 - Jul 2023 | 5 |
Foresters Financial Services | Independence, OH | Jun 2017 - Mar 2018 | < 1 |
Foresters Financial Services | Independence, OH | Jun 2017 - Mar 2018 | < 1 |
Mercyhurst University | Erie, PA | Jul 2013 - May 2017 | 3 |
Stratos Wealth Partners | Beachwood, OH | Jun 2016 - Aug 2016 | < 1 |
Stratos Wealth Partners | Beachwood, OH | Jun 2015 - Aug 2015 | < 1 |
Stratos Wealth Partners | Beachwood, OH | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2017 |
S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- OH
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Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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