Benjamin Bateman, financial advisor Rehoboth Beach DE

Benjamin Bateman

CRD Number: 6454257
Current Firm: Arkadios Wealth Advisors

Benjamin Bateman (CRD# 6454257) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA May 2021 - Current 3
Arkadios Wealth Atlanta, GA May 2021 - Current 3
Bateman Enterprises LLC Lewes, DE Apr 2020 - Current 4
Dorey And Bateman LLC Georgetown, DE Jul 2014 - Current 10
Lincoln Financial Advisors Corporation Rehoboth Beach, DE May 2020 - May 2021 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
S63 Uniform Securities State Law Examination May 2020
Contact Info for Benjamin C. Bateman
Phone Number: 404-445-0035
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    2,681
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,681,123,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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