Raymond S. Benjamin

FIRETHORN WEALTH PARTNERS

Augusta, GA 30904

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CRD#: 2855278

Professional summary

Raymond Scott Benjamin, CFP®, CIMA® is a registered financial advisor currently at FIRETHORN WEALTH PARTNERS, LLC located in Augusta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in Augusta, Georgia.

Raymond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Raymond has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Estate Planning

Insurance Planning

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

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.

1. Firethorn Wealth Partners; Investment Related; Augusta, Georgia; Hybrid RIA; CEO; Start Date: 08/10/2018; Number of hours per month: 5; Number of hours per month during trading hours: 5; Job Duties: offer insurance products 2. iTrust Advsiors LLC; investment related; Syracuse, NY; Insurance brokerage and sales business; Start Date: 1/1/2021; Number of hours per month: 10; Number of hours per month during trading hours:10; Job Duties: refers insurance cases to iTrust in return for referals of investment related business to Firethorn Wealth. 3. ERA Holdings-Personal LLC related to Firethorn Wealth Partners-08/10/2018-160 hours per month MIdtown Lounge LLC,Is Investment Related,"2550 Central Ave, , Augusta, GA, 30904, United States",owner of real estate,partner,4/15/2022,0 hours per month,0 hours per month during trading hours,Other Compensation,our firm rents the office space

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Scott Benjamin's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 11, 2018 - Present

FIRETHORN WEALTH PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904

RIA

CRD#: 297634

Augusta, GA

Current

August 16, 2018 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904

CRD#: 288898

Augusta, GA

Past

February 2, 2016 - May 1, 2017

WEALTHPLAN PARTNERS

RIA

CRD#: 158935

AUGUSTA, GA

Past

July 8, 2010 - August 25, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

AUGUSTA, GA

Past

July 8, 2010 - August 25, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

July 6, 2010 - August 15, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUGUSTA, GA

Past

July 6, 2010 - August 15, 2018

LPL FINANCIAL LLC

CRD#: 6413

AUGUSTA, GA

Past

March 14, 2006 - July 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

MARTINEZ, GA

Past

March 7, 2006 - July 8, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

MARTINEZ, GA

Past

April 23, 2003 - February 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUGUSTA, GA

Past

October 1, 2000 - February 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AUGUSTA, GA

Past

May 10, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

April 7, 1997 - May 16, 2000

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA

Registered Investment Advisory firm - (7/26/2018 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/13/2022)

Georgia
(8/16/2018)

IAR

Georgia
(10/11/2018)

South Carolina
(8/16/2018)

Texas
(8/16/2018)

IAR

Texas
(6/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA

Registered Investment Advisory firm - (7/26/2018 Approved)

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Contact information

Main Address

2550 Central Avenue, Augusta, GA 30904

Mailing Address

Phone number

(706) 426-4243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - FIRETHORN WEALTH PARTNERS, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,112
AUM (Assets Under Management)	$ 543,566,110

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Raymond S. Benjamin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Scott Benjamin's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

WEALTHPLAN PARTNERS

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

FIRETHORN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/1997

Series 63

Date: 4/18/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/4/1997

FINRA

Current Firm

FIRETHORN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRETHORN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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