Joel
Bengds

Hsc Wealth Advisors

CRD#5096901
Investment Advisor
in Forest, VA

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About this Advisor

Joel Bengds is a financial advisor based in Forest, Virginia, working with Hsc Wealth Advisors. Joel has previously held positions at Liberty University School Of Business and Hsc Wealth Advisors. Joel has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Joel is part of Hsc Wealth Advisors, which operates out of Forest, Virginia. The firm has 8 employees and manages assets totaling $358.1 million. The firm 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, and educational seminars. The fee structure at Hsc Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1563 Crossings Centre Drive Suite 100
Forest, VA 24551-4744

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Hsc Wealth Advisors Brokerage Details

Total Assets Under Management

$358,119,437

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

1,703

VA Average: 1,458
Average Account Size

$210,287

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Joel Bengds Work History

2023 - Present (1 year)

Liberty University School Of Business

2005 - Present (19 years)

Hsc Wealth Advisors

Disclosures

Please visit the SEC profile of Joel Bengds 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 Hsc Wealth Advisors

Emily Eshleman
Forest, VA
Joseph Eskridge
Forest, VA
Madison Lorentzen
Forest, VA
Tamara Acree
Forest, VA
Stacie Rhodes
Forest, VA
Justin Victor
Forest, VA
Brian Devers
Forest, VA
Joel Bengds
Forest, VA

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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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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