Benefit Finance Securities, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 45113
- Registered since
- September 1, 1998
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Stephen Anderson
DirectorCRD 1181095

John Hunt
Registered RepresentativeCRD 1951361
James Giacin
OwnerCRD 2612500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
M. S. Howells & Co
Broker-DealerScottsdale, AZ
United Planners' Financial Services of America A Limited Partner
Broker-DealerScottsdale, AZ
Osaic Services, Inc.
Broker-DealerScottsdale, AZ
Fairport Capital, Inc.
Broker-DealerScottsdale, AZ
Integrity Capital, LLC
Broker-DealerScottsdale, AZ
Osaic Wealth, Inc.
Broker-DealerScottsdale, AZ