Axa Advisors, LLC
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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
Years of Experience
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Axa Advisors, LLC Brokerage Details
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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.
Axa Advisors, LLC
West Coast Textbook Service
Entrepeneurship Senior Capstone
Salpointe High School Bookstore
University Of Arizona
Escondido High School
Benjamin Dailey has no disclosures.
Please visit their SEC profile for more details.