BW
CFP
BW
CFP

Benjamin William Westney

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
351 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

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Location

19243 FM 2252, Ste 300, Garden Ridge, TX, 78266

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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

Benjamin sells and services non-variable insurance products, dedicating minimal time to this activity. He also works as a freelance classical musician and owns a rental home, each requiring minimal time.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Pensionmark Securities, LLCBroker
October 2017 - December 2019 · 2 yrs 2 mos
Securian Financial Services, INC.
December 2013 - October 2017 · 3 yrs 10 mos
Securian Financial Services, INC.Broker
November 2013 - October 2017 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Benjamin William Westney - Financial Advisor | TrueAdvisor