Benjamin Burkhart (CRD# 7059690) is an Investment Advisor Representative working at The Financial Advisory Group in York, PA and has 1 year of experience in the finance industry. Benjamin Burkhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Financial Advisory Group | York, PA | Feb 2023 - Current | 1 |
| Lpl Financial LLC | York, PA | Feb 2023 - Current | 1 |
| Concentus Wealth Advisors | Newtown Square, PA | Aug 2020 - Jan 2023 | 2 |
| Student | Philadelphia, PA | Aug 2018 - Dec 2020 | 2 |
| Penn State University | Harrisburg, PA | Aug 2016 - Dec 2020 | 4 |
| Marshall Financial Group | Doylestown, PA | Apr 2020 - Aug 2020 | < 1 |
| Remote | Doylestown, PA | Apr 2020 - Jul 2020 | < 1 |
| Masso Torrence Wealth Management | Marlton, NJ | Jan 2020 - Apr 2020 | < 1 |
| Temple Fox Fund | Philadelphia, PA | Sep 2019 - Dec 2019 | < 1 |
| Valley Forge Financial Group | King Of Prussia, PA | May 2018 - Aug 2019 | 1 |
| Temple Fox Fund | Philadelphia, PA | Jan 2019 - May 2019 | < 1 |
| Lincoln Financial Group | Cherry Hill, NJ | Dec 2017 - Jun 2018 | < 1 |
| Burkhart Refractory | Bethel, PA | Oct 2014 - Oct 2017 | 3 |
| Student | Myerstown, PA | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
- PA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
PA, TX
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