Advisor at Benson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Benson Wealth Management, Inc.
Location
Ooltewah, TN
Credentials
Series 65
Industry experience
< 1 year
Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders and has operated as a sole proprietor providing insurance services. Benson Wealth Management, Inc. offers discretionary asset and portfolio management services primarily to individual clients, using technical and charting analysis and employing strategies that may include options and margin. The firm conducts quarterly account oversight and typically recommends Charles Schwab as custodian while allowing clients to set written restrictions.
up to 1.75% annually, negotiable
Compensation received by representatives for sales as registered representatives and insurance agents, separate from advisory fees
Account minimum: $500,000
Ooltewah, TN
Tennessee
Benson Wealth Management, Inc.
2025 - Present (1 year)
Benson Wealth Management, Inc.
2025 - Present (1 year)
Giovanni Reed, Sole Proprietor
2023 - Present (3 years)
J Alexanders
2021 - 2025 (4 years)
Full Time Student
2015 - 2024 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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