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Francis J. Benischeck

ACHIEVING VERITAS LLC
ST. AUGUSTINE, FL 32080
Some features on this profile are disabled
CRD#: 1172824
FB

Professional summary

Francis Joseph Benischeck, who also goes by Frank Benischeck, is a registered financial advisor currently at ACHIEVING VERITAS LLC located in St. Augustine, Florida.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Francis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Frank Benischeck

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Joseph Benischeck's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 25, 2023 - Present

ACHIEVING VERITAS LLC

Office #1: 1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080
RIA
CRD#: 327170
ST. AUGUSTINE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/1/2021
Uniform Investment Adviser Law Examination

Current Firm

AV
ACHIEVING VERITAS LLC
ACHIEVING VERITAS LLC

CRD#: 327170 / SEC#:

Florida
Registered Investment Advisory firm - (8/25/2023 Approved)
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Contact information

Main Address
1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080
Mailing Address
Phone number
(904) 471-6444
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts175
AUM (Assets Under Management)$ 41,889,627

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACHIEVING VERITAS LLC

CRD#: 327170St. Augustine, FL 32080

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