BB
CFP
BB
CFP

Benjamin Michael Burkhart

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

45 Wyntre Brooke Drive, York, PA, 17403

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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 Activities

Benjamin is a partner and CFO of Mid Atlantic Car Fest LLC, dedicating minimal time to this non-investment related activity. He also works full-time for The Financial Advisory Group LTD as a DBA for his LPL business and spends about 10-20% of his time as an IAR for The Financial Advisory Group, providing financial planning and consulting services, and dedicates minimal time to photography.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
The Financial Advisory Group
February 2023 - Present · 3 yrs
State Registrations3 states
MDPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.