BB
BB

Benjamin Stephen Beverly

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Loading...

Location

426 East New York Street, Indianapolis, IN, 46202

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin is involved in several outside business activities. He works as an insurance agent selling life and long-term care insurance, dedicating a few hours per week, and is a board member for Trices Lake Inc, spending minimal time on this role.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2023 - Present · 2 yrs 3 mos
Capital Cities Investments
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
March 2011 - November 2023 · 12 yrs 8 mos
Wells Fargo Advisors, LLC
April 2008 - March 2011 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
April 2008 - March 2011 · 2 yrs 11 mos
State Registrations17 states
AZCACOFLGAINMONCNJNYOHORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.