Benjamin Hall is a ChFC-designated registered investment advisor at Lri Investments, based in Newtown, PA, with 25 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
109 Pheasant Run, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a limited partner in JKJ M Equity Partners, LP, and a VP & Managing Director at JKJ Financial Services & JKJ Retirement Services, dedicating nearly full-time hours to client management and business production. He also works full-time as a Registered Representative with M Holdings Securities, Inc and as an Investment Advisory Representative with LRI Investments, LLC, and spends minimal time as a Member of JKJ LRII Equity Partners LLC.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
M Holdings Securities, INC.Broker
State Registrations16 states
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.