Joseph BennickCRD Number: 6716429
Current Firm: Rbc Capital Markets, LLC
Joseph Bennick (CRD# 6716429) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Casper, WY and has over 6 years of experience in the finance industry.
Mutual Advisors, LLC
Lpl Financial LLC
|City National Bank||Casper, WY||Jan 2019 - Current||4|
|Rbc Capital Markets, LLC||Casper, WY||Oct 2016 - Current||6|
|University Of Wyoming - Wtbc||Casper, WY||Dec 2012 - Sep 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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