Nathan
Benedix
Lpl Financial LLC
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About this Advisor
Nathan Benedix is a financial advisor working in Raleigh, North Carolina who has 1 year of relevant experience. Benedix works at Lpl Financial LLC. Benedix has gained experience at Ameriprise Financial Services, Inc, Chairvolotti Financial, Plancheckr, Expert Billing & More, Spirit Halloween, Newport Group Securities, Inc, Newport Group, Inc, Fidelity Investments, University Of Central Florida, Conrad Santiago & Associates and Lpl Financial LLC. Benedix has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Lpl Financial LLC is a registered investment firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets across its 1,688,501 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC provides a broad 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, educational seminars and other services. Financial advisory fee schedules usually vary depending on which services are offered. Fee types billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Other
Nathan Benedix Work History
Nathan has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Fidelity Investments
Newport Group Securities, Inc
Ameriprise Financial Services, Inc
Newport Group, Inc
Conrad Santiago & Associates
Chairvolotti Financial
Plancheckr
University Of Central Florida
Expert Billing & More
Spirit Halloween
*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 Nathan Benedix 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 Lpl Financial LLC
Fort Mill, SC
North Reading, MA
Chico, CA
Torrance, CA
Buffalo, NY
Crystal Lake, IL
Denver, CO
Naperville, IL
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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