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WB

William E. Benner

AVIATOR FINANCIAL
Newport, PA 17074
Some features on this profile are disabled
CRD#: 5155057
WB

Professional summary

William Earl Benner III, who also goes by William Benner, is a registered financial advisor currently at AVIATOR FINANCIAL, LLC located in Newport, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Benner

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 William Earl Benner III'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 22, 2019 - Present

AVIATOR FINANCIAL, LLC

Office #1: 1748 Erly Road, Newport, PA 17074
RIA
CRD#: 300390
Newport, PA
Past

August 1, 2014 - November 12, 2018

WADDELL & REED

RIA
CRD#: 866
CAMP HILL, PA
Past

August 4, 2006 - November 12, 2018

WADDELL & REED

BD
CRD#: 866
CAMP HILL, PA

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
(2/22/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/3/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
AVIATOR FINANCIAL, LLC
AVIATOR FINANCIAL, LLC

CRD#: 300390 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (2/21/2019 Approved)
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Contact information

Main Address
Newport, PA
Mailing Address
Phone number
(717) 736-9366
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 18,765,279

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

AVIATOR FINANCIAL, LLC

CRD#: 300390Newport, PA 17074

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