Benjamin
Mcqueen
Liberty One Investment Management
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About this Advisor
Benjamin Mcqueen is a financial advisor based out of Libertyville, Illinois with 3 years of relevant experience. Mcqueen is currently employed by Liberty One Investment Management. Over the course of their career, Mcqueen has held roles at Fidelity Brokerage Services LLC, Liberty Mutual Insurance, Fifth Third Bank, Fifth Third Securities, Ftj Fundchoice, LLC, Aspiriant, Orion Portfolio Solutions, LLC and Liberty One Investment Management. Mcqueen has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Kentucky. Liberty One Investment Management is a company based out of Libertyville, IL. The company has offices in 17 locations and a total of 17 financial advisors. It has $2 billion in assets between its 10,814 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Liberty One Investment Management performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely are based on which services the firm provides the client. Fees charged by Liberty One Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Liberty One Investment Management Brokerage Details
$1,451,718,459
17
10,814
$134,244
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Benjamin Mcqueen Work History
Benjamin has been registered as a financial advisor for 3 years.*
Liberty One Investment Management
Orion Portfolio Solutions, LLC
Aspiriant
Ftj Fundchoice, LLC
Fifth Third Bank
Fifth Third Securities
Fidelity Brokerage Services LLC
Liberty Mutual Insurance
*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 Benjamin Mcqueen 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 Liberty One Investment Management
Libertyville, IL
Libertyville, IL
Libertyville, IL
Libertyville, IL
Covington, KY
Libertyville, IL
Libertyville, IL
Pittsburgh, PA
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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