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Merri Lynn Benjamin

14 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History (1)
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Customer Dispute
October 2013
Settled
Other Business ActivitiesSells Insurance

Merri is a notary public, an insurance broker through New York Long Term Care Brokers, a registered assistant at Ambassador Advisors, an independent insurance agent, and works at Faithward Advisors, LLC. She dedicates full-time hours to both Ambassador Advisors and Faithward Advisors, LLC, a few hours per week to insurance sales, and minimal time to her notary public duties.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
September 2017 - October 2024 · 7 yrs 1 mo
Nylife Securities LLCBroker
April 2011 - April 2017 · 6 yrs
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.