Benefit Finance Securities, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
45113
Registered since
September 1, 1998

Firm profile

FINTRX

Overview

Benefit Finance Securities, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. The firm was first registered with the SEC in 1998. FINTRX records indicate ownership categorized as a domestic entity and individual ownership. The profile data identifies the firm as not acting as a capital allocator and not operating as a multi-state adviser; it is also not listed as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Specifics about fee schedules, client segments, and detailed advisory or business activities were not provided in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Stephen Anderson

    Stephen Anderson

    DirectorCRD 1181095

  • John Hunt

    John Hunt

    Registered RepresentativeCRD 1951361

  • James Giacin

    OwnerCRD 2612500

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14605 N 73rd St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth