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# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Dfpg Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | May 2021 - Current | 2 |
| Arkadios Wealth | Atlanta, GA | May 2021 - Current | 2 |
| Bateman Enterprises LLC | Lewes, DE | Apr 2020 - Current | 3 |
| Dorey And Bateman LLC | Georgetown, DE | Jul 2014 - Current | 9 |
| Lincoln Financial Advisors Corporation | Rehoboth Beach, DE | May 2020 - May 2021 | 1 |
| University Of Delaware | Newark, DE | Aug 2010 - Jun 2014 | 3 |
| 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 Management1,758MILLIONS
-
Total Number of Accounts8,782ACCOUNTS
-
Average Account Value$200,176
- 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, AZ, 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
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