Joseph
Benson
United Capital Financial Advisors
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About this Advisor
Joseph Benson is a financial advisor based in Anderson, South Carolina, working with United Capital Financial Advisors. Joseph has previously held positions at Goldman Sachs Personal Financial Management, Attain, LLC, Metropolitan Hospitality Group - Circa @ Foggy Bottom, George Washington University, Electric City Sushi, LLC, Nami Asian Bistro, Clemson University, Anderson University, Presbyterian College, T.L. Hanna High School, United Capital, and Lion Street Financial. Joseph has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Joseph is part of United Capital Financial Advisors, which operates out of Anderson, South Carolina. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 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, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joseph Benson Work History
Lion Street Financial
United Capital
Goldman Sachs Personal Financial Management
Attain, LLC
Metropolitan Hospitality Group - Circa @ Foggy Bottom
George Washington University
Electric City Sushi, LLC
Nami Asian Bistro
Clemson University
Anderson University
Presbyterian College
T.L. Hanna High School
Disclosures
Please visit the SEC profile of Joseph Benson 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 United Capital Financial Advisors
Holyoke, MA
Rockford, IL
Fort Lauderdale, FL
Carlsbad, CA
Newport Beach, CA
Indianapolis, IN
Scottsdale, AZ
South Pasadena, 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.
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