Alan D Gortmaker

Benjamin F. Edwards & Company, Incorporated

7 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Benjamin F. Edwards & Company, Incorporated

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

479 advisors

Number of Clients

30,126 clients

Average Client Portfolio

$520K average

Assets Under Management

$15.7B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$125

Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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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.

Employment History

Current Registrations

Benjamin F. Edwards & Company, INC.Broker

November 2023 - Present · 2 yrs 3 mos

Benjamin F. Edwards & Company, Incorporated

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Edward Jones

March 2018 - November 2023 · 5 yrs 8 mos

Edward JonesBroker

February 2018 - November 2023 · 5 yrs 9 mos

State Registrations12 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.