Benjamin
Lacomis

Slp Wealth

CRD#6820579
Investment Advisor
in Durham, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Lacomis is a financial advisor based in Durham, North Carolina, working with Slp Wealth. Benjamin has previously held positions at Massmutual, Mml Investors Services, University Of Pittsburgh, Andora Restaurant, Hornor, Townsend, & Kent LLC, Axias Wealth Advisors, LLC, Slp Wealth, and Student Loan Planner. Benjamin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Benjamin is part of Slp Wealth, which operates out of Durham, North Carolina. The firm has 15 offices and 24 employees. The firm manages assets totaling $9.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slp Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 South Mangum St Suite 100
Durham, NC 27701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Slp Wealth Brokerage Details

Total Assets Under Management

$8,956,250

NC Average: $3,625,019,099
Total Number of Employees

24

NC Average: 22
Total Number of Accounts

230

NC Average: 1,917
Average Account Size

$38,940

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Benjamin Lacomis Work History

2023 - Present (1 year)

Slp Wealth

2022 - Present (2 years)

Student Loan Planner

2022 - 2022 (< 1 year)

Hornor, Townsend, & Kent LLC

2022 - 2023 (1 year)

Axias Wealth Advisors, LLC

2017 - 2022 (5 years)

Mml Investors Services

2016 - 2022 (6 years)

Massmutual

2014 - 2014 (< 1 year)

Andora Restaurant

2013 - 2017 (4 years)

University Of Pittsburgh

Disclosures

Please visit the SEC profile of Benjamin Lacomis 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 Slp Wealth

Conor Mahlmann
Chicago, IL
Simcha Terwilliger
Newport News, VA
Jacob Courtney
Dayton, OH
James Mwombela
Durham, NC
Scott Mcdonald
Durham, NC
David Aizuss
La Mesa, CA
Kathleen Boyd
San Diego, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started