James
Senkbeil

Benedict Financial Advisors, Inc

CRD#714049
Investment Advisor
in Atlanta, GA

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About this Advisor

James Senkbeil is a financial advisor based in Atlanta, Georgia, working with Benedict Financial Advisors, Inc. James has previously held positions at Lpl Financial, LLC (Formerly: Linsco Private Ledger), Moore Colson Financial Services, LLC, Charles Street Asset Management, LLC, and Benedict Financial Advisors, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, James is part of Benedict Financial Advisors, Inc, which operates out of Atlanta, Georgia. The firm has 1 office and 7 employees. The firm manages assets totaling $430.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. The fee structure at Benedict Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6000 Lake Forrest Drive Suite 550
Atlanta, GA 30328

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Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$430,056,651

GA Average: $3,570,121,308
Total Number of Employees

7

GA Average: 58
Total Number of Accounts

740

GA Average: 1,608
Average Account Size

$581,158

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

James Senkbeil Work History

2021 - Present (3 years)

Benedict Financial Advisors, Inc

2016 - Present (8 years)

Charles Street Asset Management, LLC

2000 - Present (24 years)

Lpl Financial, LLC (Formerly: Linsco Private Ledger)

1999 - 2016 (17 years)

Moore Colson Financial Services, LLC

Disclosures

Please visit the SEC profile of James Senkbeil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benedict Financial Advisors, Inc

Robert Hamill
Atlanta, GA
Ashley Thompson
Atlanta, GA
Mark Beaver
Atlanta, GA
Travis James
Atlanta, GA
James Senkbeil
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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