Joshua A. Fennimore

BENCHMARK FINANCIAL

Schwenksville, PA

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CRD#: 2668736

Professional summary

Joshua Andrew Fennimore is a registered financial advisor currently at BENCHMARK FINANCIAL located in Schwenksville, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joshua has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Joshua A. Fennimore is a licensed insurance agent since 1996 and can sell insurance products. This business activity requires approximately 5% of his business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Andrew Fennimore'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

February 23, 2009 - Present

BENCHMARK FINANCIAL

RIA

CRD#: 127074

Schwenksville, PA

Past

July 2, 2002 - December 31, 2003

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

SKIPPACK, PA

Past

August 7, 1997 - December 31, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

December 21, 1995 - August 8, 1997

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Pennsylvania
(2/23/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/9/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/10/1997

General Securities Principal Examination

Current Firm

BENCHMARK FINANCIAL

BENCHMARK FINANCIAL | FENNIMORE, JOSHUA ANDREW | FENNIMORE FINANCIAL PLANNING | FENNIMORE FINANCIAL | FENNIMORE ADVISORY, LLC

CRD#: 127074 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/25/2003 Approved)

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Contact information

Main Address

Schwenksville, PA

Mailing Address

Phone number

(610) 715-9554

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 80,325,988

Red Flags

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

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Joshua A. Fennimore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Andrew Fennimore's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENCHMARK FINANCIAL

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/1999

Series 63

Date: 11/10/1995

Series 7

Date: 11/9/1995

Series 24

Date: 11/10/1997

Current Firm

BENCHMARK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BENCHMARK FINANCIAL

TRUST BUT VERIFY

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