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BW

Benson B. Webb

GOLDEN WEB CAPITAL
Selma, AL
Some features on this profile are disabled
CRD#: 6959581
BW

Professional summary

Benson B. Webb Jr, who also goes by Benson B Webb Jr, Benson B Webb, Benson Webb, is a registered financial advisor currently at GOLDEN WEB CAPITAL located in Selma, Alabama.

Benson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Benson has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Benson B Webb Jr | Benson B Webb | Benson Webb

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) Rental Property, Investment Related,1041 Jessie St, Saint Paul MN 55130, Owner, 05/2020 to Present, 10% of his time per month during securities trading hours. 2) Cargill. 15407 McGinty Rd W, Wayzata MN 55391. Execute logistics activities that support the execution of the supply chain, such as transportation capacity plans, management of third party warehouses and vendors, container administration and import shipments. 30% of his time per month during securities trading hours. 3) Kaplan, LLC. 201 W Wisconsin Ave Milwaukee, WI 53203. Responsible for all aspects of live course delivery for including, but not limited to, SIE and Series 65. I serve as subject matter experts and student advocates while delivering exceptional live classroom experiences to Kaplan students.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benson B. Webb Jr'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

January 17, 2023 - Present

GOLDEN WEB CAPITAL

RIA
CRD#: 322814
Selma, AL
Past

September 28, 2022 - December 31, 2022

GOLDEN WEB CAPITAL

RIA
CRD#: 322814
SELMA, AL
Past

November 18, 2020 - December 9, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MINNEAPOLIS, MN
Past

March 14, 2020 - August 25, 2020

PFS INVESTMENTS INC.

BD
CRD#: 10111
MONTGOMERY, AL

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
Alabama
(1/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/10/2025
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/14/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2019
Securities Industry Essentials Examination

Current Firm

GW
GOLDEN WEB CAPITAL
GOLDEN WEB CAPITAL | GOLDEN WEB CAPITAL LLC

CRD#: 322814 / SEC#:

Alabama
Registered Investment Advisory firm - (9/28/2022 Approved)
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Contact information

Main Address
Selma, AL
Mailing Address
Phone number
(334) 413-1799
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

GOLDEN WEB CAPITAL

CRD#: 322814Selma, AL

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