Benjamin Bateman (CRD# 6454257) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rehoboth Beach, DE and has over 8 years of experience in the finance industry.
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Dfpg Investments, LLC
CRD# 6472283
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | May 2021 - Current | 1 |
| Arkadios Wealth | Atlanta, GA | May 2021 - Current | 1 |
| Bateman Enterprises LLC | Lewes, DE | Apr 2020 - Current | 2 |
| Dorey And Bateman LLC | Georgetown, DE | Jul 2014 - Current | 8 |
| Lincoln Financial Advisors Corporation | Rehoboth Beach, DE | May 2020 - May 2021 | 1 |
| University Of Delaware | Newark, DE | Aug 2010 - Jun 2014 | 3 |
| Jam Holdings | Rehoboth Beach, DE | Jun 2011 - Aug 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | May 2020 |
- DE
-
Total Assets Under Management1,901MILLIONS
-
Total Number of Accounts8,185ACCOUNTS
-
Average Account Value$232,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.