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Benjamin Eugene Reece

CRD# 4564351·Registered 2002 - 2025
Previously Registered: Being a previously registered professional could mean that Benjamin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Benjamin Eugene Reece, who also goes by Ben Reece, was a registered financial advisor. Benjamin was a previously registered financial professional and started their career in finance 2002 - 2025. Benjamin had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben Reece

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
September 24, 2024 - November 14, 2025
ONEAMERICA SECURITIES, INC.·CRD# 4173
RIA
Atlanta, GA
May 12, 2015 - October 1, 2024
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
Indianapolis, IN
May 11, 2015 - October 1, 2024
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Atlanta, GA
March 11, 2008 - March 5, 2015
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Atlanta, GA
October 5, 2007 - March 5, 2015
LPL FINANCIAL LLC·CRD# 6413
BD
Richmond, VA
May 18, 2006 - September 27, 2007
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Rock Island, IL
November 11, 2004 - November 19, 2004
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Richmond, VA
September 12, 2002 - August 11, 2003
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
September 12, 2002 - August 11, 2003
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
September 12, 2002 - August 11, 2003

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Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.
LINCOLN FINANCIAL DISTRIBUTORS, INC.

CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: 8-13431
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

130 N Radnor-chester Rd, Radnor, PA 19087

Mailing Address

130 N Radnor-chester Rd, Radnor, PA 19087

Phone Number

(484) 583-6000

Established

Connecticut since 08/03/1967

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYSHAREHOLDER—
CHRYSSIKOS, PAUL TELEMACSENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER7263748
FALLER, DANIEL TSENIOR VICE PRESIDENT, HEAD OF LFD FINANCE6006570
GIBSON, JASON MICHAELVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION3081880
KENNEDY, JOHN CHRISTOPHERPRESIDENT AND CHIEF EXECUTIVE OFFICER2213083
NEPA, JARED M.SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION5157819
OMORUYI, MEGAN VOGTAVP, FINANCIAL AND OPERATIONS PRINCIPAL7803022
SEIFERT, TIMOTHY JOHNSENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION1577571

Disclosures

Regulatory Event

3

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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.

RENTAL PROPERTY. OWNER. 03/22/11.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2008About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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