Timothy S. Benbow

WRIGHT WEALTH LLC

Roswell, GA

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CRD#: 4901380

Professional summary

Timothy S. Benbow, CFP®, who also goes by Tim Benbow, is a registered financial advisor currently at WRIGHT WEALTH LLC located in Roswell, Georgia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Timothy has worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Benbow

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 Timothy S. Benbow'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 19, 2024 - Present

WRIGHT WEALTH LLC

RIA

CRD#: 321215

Roswell, GA

Past

September 2, 2021 - January 23, 2024

NOVAPOINT CAPITAL LLC

RIA

CRD#: 173663

Atlanta, GA

Past

June 7, 2019 - September 13, 2021

BULL'S EYE WEALTH MANAGEMENT, LLC

RIA

CRD#: 304059

ROSWELL, GA

Past

December 16, 2016 - September 13, 2019

WATERLOO CAPITAL

RIA

CRD#: 133705

AUSTIN, TX

Past

September 28, 2010 - December 31, 2016

BLACK DIAMOND INVESTMENT PARTNERS, LLC

RIA

CRD#: 154640

ATLANTA, GA

Past

August 24, 2005 - October 8, 2008

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

February 28, 2005 - October 8, 2008

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

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

Georgia
(3/19/2024)

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 66

Date: 3/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 8/18/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/25/2005

General Securities Representative Examination

Current Firm

WRIGHT WEALTH LLC

CRD#: 321215 / SEC#:

Florida

Registered Investment Advisory firm - (2/19/2024 Approved)

Georgia

Registered Investment Advisory firm - (1/11/2024 Approved)

North Carolina

Registered Investment Advisory firm - (1/18/2024 Approved)

Tennessee

Registered Investment Advisory firm - (7/3/2024 Approved)

Texas

Registered Investment Advisory firm - (1/16/2024 Conditional Restricted)

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Contact information

Main Address

Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339

Mailing Address

Phone number

(470) 373-1044

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	489
AUM (Assets Under Management)	$ 97,101,599

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.

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Timothy S. Benbow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy S. Benbow's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRIGHT WEALTH LLC

NOVAPOINT CAPITAL LLC

BULL'S EYE WEALTH MANAGEMENT, LLC

WATERLOO CAPITAL

BLACK DIAMOND INVESTMENT PARTNERS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2005

Series 31

Date: 8/18/2005

Series 7

Date: 2/25/2005

Current Firm

WRIGHT WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRIGHT WEALTH LLC

TRUST BUT VERIFY

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