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EB

Edward A. Benson

EDWARD ALLEN BENSON, PHD.
San Antonio, TX
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CRD#: 811432
EB

Professional summary


Edward Allen Benson is a registered financial advisor currently at EDWARD ALLEN BENSON, PHD. located in San Antonio, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Edward has worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edward Allen Benson'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

December 8, 2016 - Present

EDWARD ALLEN BENSON, PHD.

RIA
CRD#: 115866
San Antonio, TX
Past

August 25, 1989 - September 13, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 25, 1989 - April 10, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 11, 1983 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

January 10, 1983 - February 12, 1985

SCHNEIDER, BERNET & HICKMAN, INC.

BD
CRD#: 750
Past

September 7, 1976 - December 23, 1982

HAYDN CUTLER SECURITIES, INC.

BD
CRD#: 6576
Past

August 21, 1975 - September 21, 1976

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412

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
Texas
(12/8/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 6/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


EA
EDWARD ALLEN BENSON, PHD.
EDWARD ALLEN BENSON | EDWARD ALLEN BENSON, PHD.

CRD#: 115866 / SEC#:

Texas
Registered Investment Advisory firm - (7/30/1993 Approved)
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Contact information


Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 491-9910
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts23
AUM (Assets Under Management)$ 38,000,000

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


EDWARD ALLEN BENSON, PHD.

CRD#: 115866San Antonio, TX

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