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 with a total of 2 years of industry experience. Senkbeil works at Benedict Financial Advisors, Inc. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco Private Ledger), Moore Colson Financial Services, LLC, Charles Street Asset Management, LLC and Benedict Financial Advisors, Inc. Senkbeil holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Benedict Financial Advisors, Inc is a firm that has its headquarters in Atlanta, GA. The company has a total of eight people on staff. It administers $407 million in total assets across its 748 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 748 client accounts, 45% are associated with high-net-worth investors who have greater than $1 million in assets. Benedict Financial Advisors, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fees typically vary depending on the type of services provided. Fees charged by Benedict Financial Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

$406,514,127

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

8

GA Average: 58
Total Number of Accounts

748

GA Average: 1,608
Average Account Size

$543,468

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

James has been registered as a financial advisor for 2 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Philip Benedict
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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