Benjamin Conteh

BARGELD FINANCIAL

Media, PA 19063

CRD#: 7579625

Professional summary

Benjamin Conteh is a registered financial advisor currently at BARGELD FINANCIAL located in Media, Pennsylvania.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Benjamin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

TRIAGE, LLC. This is a business with the following lines of activity: 1. Tax advising and planning services 2. General notarial, electronic notarial, and remote online notarial, services, and 3. Notary loan signing services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Conteh'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

March 11, 2024 - Present

BARGELD FINANCIAL

Office #1: 105 West Third Street, Media, PA 19063

RIA

CRD#: 327633

Media, PA

Past

October 10, 2022 - January 31, 2023

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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
(3/11/2024)

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: 1/23/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/8/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/14/2022

Securities Industry Essentials Examination

Current Firm

BARGELD FINANCIAL

BARGELD FINANCIAL | PRIOR PROPER PLANNING INSURANCE AGENCY | BARGELD FINANCIAL, LLC

CRD#: 327633 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/8/2024 Approved)

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Contact information

Main Address

105 West Third Street, Media, PA 19063

Mailing Address

105 West Third Street, Media, PA 19063

Phone number

(610) 321-5756

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 150,533

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Benjamin Conteh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Conteh's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARGELD FINANCIAL

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2023

Series 7TO

Date: 10/8/2022

SIE

Date: 9/14/2022

Current Firm

BARGELD FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARGELD FINANCIAL

TRUST BUT VERIFY

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