AB
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Andrew Benet

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M
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Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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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.

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Other Business ActivitiesSells Insurance

Andrew provides tax preparation services through Benet And Associates LLC since 1997, dedicating nearly full-time hours. He is also an independent insurance agent since 2012, spending nearly full-time hours providing insurance services.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
August 2021 - Present · 4 yrs 6 mos
Innovation Partners LLC
August 2017 - Present · 8 yrs 6 mos
Innovation Partners LLCBroker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Hd Vest Investment ServicesBroker
December 2012 - August 2017 · 4 yrs 8 mos
State Registrations5 states
CAFLNCNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.