BA
BA

Benjamin Lancelot Ambrosini

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
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Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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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 is a licensed insurance agent since June 2022, selling and servicing fixed insurance products, dedicating minimal time to this activity. He also operates under the DBA Ambrosini Wealth for his advisory business.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Prime Capital Financial
June 2022 - January 2025 · 2 yrs 7 mos
20/20 Capital Management, INC
March 2022 - December 2022 · 9 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.