Benjamin Beuerlein
CRD Number: 7592458Current Firm: Raymond James Financial Services Advisors, Inc.
Benjamin Beuerlein (CRD# 7592458) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Long Beach, CA | Jan 2024 - Current | < 1 |
| Crux Wealth Advisors | Long Beach, CA | Jul 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Long Beach, CA | Jul 2023 - Current | 1 |
| Unemployed | Palos Verdes Estates, CA | May 2023 - Jul 2023 | < 1 |
| University Of Wisconsin-madison | Madison, CA | Sep 2019 - May 2023 | 3 |
| Eno Vino Downtown | Madison, WI | Oct 2022 - Apr 2023 | < 1 |
| Ifc Private Wealth Management Group Of Wells Fargo Advisors | Los Angeles, CA | May 2022 - Aug 2022 | < 1 |
| Sony Pictures Entertainment Inc. | Culver City, CA | Jul 2021 - Aug 2021 | < 1 |
| Kraneshares Etfs | Westport, CT | Jun 2021 - Jul 2021 | < 1 |
| Parking Management Company | Madison, WI | Sep 2020 - Apr 2021 | < 1 |
| Beachsports | Manhattan Beach, CA | Jun 2020 - Aug 2020 | < 1 |
| Unemployed | Palos Verdes Estates, CA | Aug 2019 - Sep 2019 | < 1 |
| Beachsports | Redondo Beach, CA | Jun 2019 - Aug 2019 | < 1 |
| Loyola High School Of Los Angeles | Los Angeles, CA | Jun 2015 - Jun 2019 | 4 |
| St. Lawrence Martyr School | Redondo Beach, CA | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- 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)
- Educational seminars/workshops
- Other
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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