Benjamin
Dailey

Axa Advisors, LLC

CRD#6538928
Investment Advisor
in San Diego, CA
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About this Advisor

Benjamin Dailey is a financial advisor based out of San Diego, California, who has been in the advisory business for 11 years. Dailey is on the advisory team at Axa Advisors, LLC. Their career trajectory has included roles at Shamir Insight, University Of Arizona, West Coast Textbook Service, Escondido High School, Axa Advisors, LLC, Entrepeneurship Senior Capstone and Salpointe High School Bookstore. Dailey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Axa Advisors, LLC is an advisory firm that has its headquarters in San Diego, California. The company has offices in 844 locations and a total of 5,774 people on staff. It has $15 billion in assets across its 52,116 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 67 charities and foundations. Of its 52,116 accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Axa Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$15,345,130,260

CA Average: $7,464,549,021
Total Number of Employees

5,774

CA Average: 88
Total Number of Accounts

52,116

CA Average: 3,892
Average Account Size

$294,442

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Dailey Work History

Benjamin has 11 years of experience.

2015 - Present (4 years)

Axa Advisors, LLC

2014 - 2014 (0 years)

West Coast Textbook Service

2014 - 2015 (1 years)

Entrepeneurship Senior Capstone

2013 - 2013 (0 years)

Shamir Insight

2013 - 2013 (0 years)

Salpointe High School Bookstore

2012 - 2012 (0 years)

Shamir Insight

2011 - 2015 (4 years)

University Of Arizona

2007 - 2011 (4 years)

Escondido High School

Disclosures

Benjamin Dailey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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