Benjamin C. Anderson
Professional summary
Benjamin Craig Anderson, who also goes by Benjamin Craig Anderson, Ben Anderson, Benjamin Anderson, is a registered financial advisor currently at CAPTRUST WEALTH ADVISORS located in Holland, Michigan.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Craig Anderson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2020 - Present
CAPTRUST WEALTH ADVISORS
Office #1: 85 E 8th Street Suite 150, Holland, MI 49423January 4, 2017 - June 24, 2020
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2020)
Exams
Current Firm
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,912 |
| AUM (Assets Under Management) | $ 1,889,548,733 |
Red Flags
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Company Information
CAPTRUST WEALTH ADVISORS
CRD#: 173736Holland, MI 49423TRUST BUT VERIFY
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