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Thomas Laundrie

Benjamin Securities, INC.
41 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Thomas Laundrie is a registered investment advisor at Benjamin Securities, INC., based in Pensacola, FL, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 68 clients with $34M in assets under management.

Benjamin Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
68 clients
Average Client Portfolio
$494K average
Assets Under Management
$33.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 West Garden Street, Suite 407, Pensacola, FL, 32502

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2009
Final
Customer Dispute
January 2003
Settled
Customer Dispute
August 1993
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Benjamin Securities, INC.
August 2015 - Present · 10 yrs 8 mos
Benjamin Securities, INC.
June 2009 - Present · 16 yrs 10 mos
Benjamin Securities, INC.Broker
June 2009 - Present · 16 yrs 10 mos
Previous Registrations
Grant Bettingen, INC.Broker
February 2009 - June 2009 · 4 mos
Basic Investors INC.Broker
March 2000 - October 2008 · 8 yrs 7 mos
Institutional Equity CorporationBroker
March 1988 - February 2000 · 11 yrs 11 mos
Madison Chapin Assocs., INC.Broker
September 1987 - January 1988 · 4 mos
Brean Murray, Foster Securities INC.Broker
June 1986 - September 1987 · 1 yr 3 mos
East Coast Securities Group, INC.Broker
March 1986 - July 1986 · 4 mos
First United Fund,ltd.Broker
December 1983 - June 1986 · 2 yrs 6 mos
State Registrations6 states
CACOFLNCNJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.