BENEFIT FINANCE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
11
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 has been registered with the SEC since 1998. Ownership is listed as a mix of a domestic entity and an individual. The firm’s profile in the source dataset is sparse: it is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Public filings and the provided dataset do not include descriptions of the firm’s advisory services, client segments, fee arrangements, or investment process. That limited disclosure makes it difficult to characterize the firm’s market positioning or typical client relationships from the available information alone.

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

Owners & executives

1 of 1
  • ERIN DOHERTY

    Chief Compliance OfficerCRD 4576409

Contacts

3 of 10
  • CHASEN COHAN

    Registered RepresentativeCRD 6792736

  • JOHN HUNT

    Registered RepresentativeCRD 1951361

  • STEPHEN ANDERSON

    DirectorCRD 1181095

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