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BP

Ben T. Poulos

B&E FINANCIAL SERVICES
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 7249188
BP

Professional summary

Ben Taylor Poulos, who also goes by Ben T Poulos, Ben Poulos, is a registered financial advisor currently at B&E FINANCIAL SERVICES located in Phoenix, Arizona.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ben has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ben T Poulos | Ben Poulos

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 Ben Taylor Poulos'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

June 20, 2025 - Present

B&E FINANCIAL SERVICES

RIA
CRD#: 336816
PHOENIX, AZ
Past

June 16, 2020 - May 16, 2025

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
PHOENIX, AZ

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
Arizona
(6/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/15/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2020
Securities Industry Essentials Examination

Current Firm

BF
B&E FINANCIAL SERVICES
B&E FINANCIAL SERVICES | B&E FINANCIAL, LLC

CRD#: 336816 / SEC#:

Arizona
Registered Investment Advisory firm - (6/20/2025 Approved)
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Contact information

Main Address
Phoenix, AZ
Mailing Address
Phone number
(650) 619-2140
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

B&E FINANCIAL SERVICES

CRD#: 336816Phoenix, AZ

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