Benjamin
Forgrave
Creative Financial Designs, Inc
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About this Advisor
Benjamin Forgrave is a financial advisor based in Newark, Ohio, working with Creative Financial Designs, Inc. Benjamin has previously held positions at Lpl Financial, Alpha Financial Planning, Inc, Lpl Financial, LLC, Cfd Investments, and Creative Financial Designs. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Benjamin is part of Creative Financial Designs, Inc, which operates out of Newark, Ohio. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion 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, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Benjamin Forgrave Work History
Cfd Investments
Creative Financial Designs
Lpl Financial, LLC
Alpha Financial Planning, Inc
Lpl Financial
Disclosures
Please visit the SEC profile of Benjamin Forgrave 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 Creative Financial Designs, Inc
Kokomo, IN
Kokomo, IN
Kokomo, IN
Morganton, NC
Kokomo, IN
Kokomo, IN
Kokomo, IN
Kokomo, IN
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