Daniel Trub (CRD# 6975326) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 5 years of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sjbenen Advisory, LLC | Somerset, NJ | Sep 2018 - Current | 5 |
| Sj Benen Advisory LLC | Chapel Hill, NC | Sep 2018 - Current | 5 |
| N/a | Pensacola, FL | Mar 2018 - Sep 2018 | < 1 |
| United States Navy | Pensacola, FL | May 2007 - Mar 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- NJ
- TX
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$783,125
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, MA, NC, NE, NJ, NY, TX, VA
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