Lpl Financial LLC

Investment Advisor
in Roseburg, OR

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About this Advisor

Connie Benham is a financial advisor based out of Roseburg, Oregon, with a total of 2 years of relevant experience. Benham currently works for Lpl Financial LLC. During their career, the advisor has held roles at Stumbo Construction, Benham Concrete, Inc, Umpqua Community College, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agancies, Zonta Club Of Roseburg, Benham Four LLC, Benham Corp, Shell Rentals LLC, Benham Properties, LLC and Lpl Financial LLC. Benham holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Lpl Financial LLC is an advisory company based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets between its 1,688,501 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a diverse set of services, such as 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. Fees charged by financial advisors largely depend on which service is provided. However, fees charged by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2365 W Harvard Ave
Roseburg, OR 97471

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


OR Average: $646,059,043
Total Number of Employees


OR Average: 13
Total Number of Accounts


OR Average: 661
Average Account Size


OR Average: $977,396

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

Connie Benham Work History

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

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Benham Corp

2017 - 2021 (4 years)

Shell Rentals LLC

2017 - 2021 (4 years)

Benham Properties, LLC

2013 - 2015 (2 years)

Zonta Club Of Roseburg

2013 - 2021 (8 years)

Benham Four LLC

2013 - 2021 (8 years)

Benham Corp

2012 - 2021 (9 years)

Various Insurance Carriers For W & R Insurance Agancies

2011 - 2021 (10 years)

Waddell & Reed, Inc

2008 - 2013 (5 years)

Umpqua Community College

2006 - 2021 (15 years)

Benham Concrete, Inc

1999 - 2021 (22 years)

Stumbo Construction

*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.


Please visit the SEC profile of Connie Benham 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

Eric Matthews
Fort Mill, SC
Keith Clark
Corpus Christi, TX
Jon Mcknight
Dyersburg, TN
Gregory Horn
Lawrenceburg, IN
John Gehlhaart
Waukesha, WI
Scott Feher
Walnut Creek, CA
Rebecca Chiccino
Charlestown, MA
Joseph Praino
Purchase, NY

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

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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.

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