Advisor at Benjamin Securities, Inc.
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Firm
Benjamin Securities, Inc.
Location
Pensacola, FL 32502
Credentials
Series 63, Series 65
Industry experience
41 years
Thomas Laundrie is a financial advisor at Benjamin Securities, Inc. in Pensacola, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Benjamin Securities since 2009. Benjamin Securities, Inc. provides investment advice and brokerage services to individuals, trusts, businesses, foundations, and retirement plans, managing customized accounts through various strategies including portfolio management, separately managed accounts, and covered call writing programs. The firm employs fundamental and cyclical analysis with a primarily long-term investment approach while offering both discretionary and non-discretionary management tailored to client tax and social preferences.
Based on Benjamin Securities, Inc.
Up to 2% annually, negotiable based on account size, investment objectives, and services required
Commission-based fees available for brokerage services and certain products offered by registered representatives of the firm
Account minimum: $50,000 (with exceptions made on a case-by-case basis) Fee-only: Fee based on percentage of assets under management; no commissions for advisory fees
3 West Garden Street, Suite 407
Pensacola, FL 32502
Florida
Benjamin Securities, Inc.
2009 - Present (17 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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