Benjamin Simerly (CRD# 7184530) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord,, OH and has over 4 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2022 - Current | 2 |
| (dba) Lakehouse Family Wealth | Concord, OH | May 2022 - Current | 2 |
| Cleveland Clinic Family Wealth / Cc Family Wealth | Concord, OH | May 2022 - Current | 2 |
| University Hospitals Family Wealth / Uh Family Wealth | Concord, OH | May 2022 - Current | 2 |
| Baldridge Wealth Managment | Greenfield, WI | May 2022 - Current | 2 |
| Allan Property Managment | Concord, OH | May 2019 - Current | 5 |
| Grandview Ventures LLC | Concord, OH | Feb 2018 - Current | 6 |
| (dba) The Lakehouse Advisor | Concord, OH | Aug 2021 - May 2022 | < 1 |
| Concourse Financial Group Securities Inc (fka Proequities Inc) | Concord, OH | Nov 2019 - May 2022 | 2 |
| (dba) Hb Wealth Advisors | Concord, OH | Oct 2019 - May 2022 | 2 |
| Unemployed | Concord, OH | Jul 2017 - Feb 2018 | < 1 |
| Ernest Maier, Inc. | Bladensburg, MD | Jan 2016 - Jul 2017 | 1 |
| Ernest Maier, Inc. | Bladensburg, MD | Jul 2014 - Jan 2016 | 1 |
| Ernest Maier, Inc. | Bladensburg, MD | Jan 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- OH
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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