Benjamin Buri (CRD# 7769738) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfo Phoenix | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Jackson Hewitt Tax Service | Phoenix, AZ | Jan 2023 - Apr 2023 | < 1 |
| Grand Canyon University | Phoenix, AZ | Jan 2021 - Apr 2023 | 2 |
| Watertown Baseball Association | Watertown, SD | Apr 2021 - Aug 2022 | 1 |
| American Express | Phoenix, AZ | Oct 2021 - Jun 2022 | < 1 |
| University Of Arizona | Tuscon, AZ | Aug 2020 - Dec 2020 | < 1 |
| Dakota Butcher | Watertown, SD | May 2020 - Aug 2020 | < 1 |
| Watertown School District | Watertown, SD | Aug 2012 - May 2020 | 7 |
| Watertown Event Center | Watertown, SD | Oct 2017 - Jul 2018 | < 1 |
| Watertown Park And Recreation | Watertown, SD | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AZ
-
Total Assets Under Management3,824MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
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Average Account Value$2,047,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, DE, FL, IL, MD, MN, MO, NC, NV, NY, OR, SD, TX, WA, WI
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