BP
BP

Benjamin Paul Pagett

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

Grand Rapids, MI

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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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Employment History
Current Registrations
Natixis Advisors, LLC
July 2021 - Present · 4 yrs 7 mos
Natixis Distribution, LLC
July 2021 - Present · 4 yrs 7 mos
Natixis Distribution, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Equitable Advisors, LLCBroker
July 2019 - October 2020 · 1 yr 3 mos
LPL Financial LLCBroker
October 2017 - December 2017 · 2 mos
LPL Financial LLC
January 2013 - February 2016 · 3 yrs 1 mo
LPL Financial LLCBroker
October 2012 - February 2016 · 3 yrs 4 mos
State Registrations6 states
INMAMIMNOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.