AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SB

Saundra D. Benjamin

BRUCE MCINDOE & ASSOCIATES
La Mesa, CA
Some features on this profile are disabled
CRD#: 3104647
SB

Professional summary

Saundra Darlene Benjamin is a registered financial advisor currently at BRUCE MCINDOE & ASSOCIATES, INC. located in La Mesa, California.

Saundra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Saundra has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
1. Bruce McIndoe & Associates, Inc. 10902 Calle Tezac, La Mesa CA 91941 Insurance & annuity agent Owner 1/1/18 45 hours/mo Duties: All activities relating to selling insurance and annuities. 2. Benjamin Un-Limited Not investment-related 10902 Calle Tezac, La Mesa CA 91941 Professional Organizing Owner March 1999 7.5 hours/month Duties: professional organizing

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saundra Darlene Benjamin'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

May 17, 2018 - Present

BRUCE MCINDOE & ASSOCIATES, INC.

RIA
CRD#: 294708
La Mesa, CA

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
California
(5/17/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2018
Uniform Investment Adviser Law Examination

Current Firm

BM
BRUCE MCINDOE & ASSOCIATES, INC.
BRUCE MCINDOE & ASSOCIATES, INC.

CRD#: 294708 / SEC#:

California
Registered Investment Advisory firm - (5/17/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
La Mesa, CA
Mailing Address
3755 Avocado Blvd 431, La Mesa, CA 91941
Phone number
(619) 281-4939
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

BRUCE MCINDOE & ASSOCIATES, INC.

CRD#: 294708La Mesa, CA

TRUST BUT VERIFY

Monitor Saundra Benjamin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics