Benjamin Abitz (CRD# 7033844) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Greensboro, NC and has over 4 years of experience in the finance industry. Benjamin Abitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6303334
Captrust
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4250936
Bass Financial Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Virginia | Charlottesville, VA | Jan 2023 - Current | < 1 |
| Matt Logan Inc. | Greensboro, NC | Jul 2020 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2020 - Current | 2 |
| Summit Financial Group Inc. | Boca Raton, FL | Jul 2020 - May 2021 | < 1 |
| Piedmont Capital Management, LLC | Greensboro, NC | Sep 2019 - May 2020 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2019 - Sep 2019 | < 1 |
| Morgan Stanley | Greensboro, NC | Nov 2018 - Sep 2019 | < 1 |
| Guilford County Schools | Greensboro, NC | Aug 2018 - Nov 2018 | < 1 |
| University Of Connecticut | Storrs, CT | Feb 2017 - Aug 2018 | 1 |
| Methodist University | Fayetteville, NC | Mar 2016 - Feb 2017 | < 1 |
| Guilford College | Greensboro, NC | Jul 2013 - Mar 2016 | 2 |
| Ursinus College | Collegeville, PA | Aug 2009 - Jun 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- NC
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Total Assets Under Management50,296MILLIONS
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Total Number of Accounts174,993ACCOUNTS
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Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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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