Benjamin Reed Beecher

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2023
  Fidelity Brokerage Services Llc
  San Antonio, TX
• 07/2018 → 06/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2023 → Present
  Lpl Financial Llc
  San Antonio, TX

Previous Registrations

• 2018-07-13 → 2023-06-28
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-12-21 → 2018-07-13
  Strategic Advisers Llc
  San Antonio, TX
  San Antonio, TX
• 2005-04-18 → 2015-12-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2002-03-19 → 2005-03-30
  Lpl Financial Llc
  Bountiful, UT
• 2004-03-23 → 2005-03-25
  Ben Beecher, Cfp
  Centerville, UT

Other Businesses

1) 6/20/2023- Genesis Wealth Management - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 04/2020- Harper Texas Honey - Business Owner - Inv. Related - Harper, TX- 4hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2001-02-27

Designations

• Certified Financial Planner