Advisor at Benjamin Securities, Inc.
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Firm
Benjamin Securities, Inc.
Location
Pensacola, FL 32502
Credentials
Series 63, Series 65
Industry experience
33 years
William Baker is a financial advisor with Benjamin Securities, Inc. in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Benjamin Securities since 2010. Benjamin Securities, Inc. provides investment advice and brokerage services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs fundamental and cyclical analysis in a primarily long-term investment strategy while also utilizing short-term tactics, offering both discretionary and non-discretionary management with customized accounts.
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.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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