Benjamin Charles Hecht

Employer firm

Williamson Legacy Group, LLC CRD 318629

$183M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Indianapolis, IN
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 08/2021 → 02/2022
  Axxcess Wealth Management, Llc
  Carlsbad, CA
• 03/2022 → Present
  Williamson Legacy Group
  Carmel, IN

Previous Registrations

• 2022-01-04 → 2022-03-24
  Axxcess Wealth Management, Llc
  Indianapolis, IN
  Carlsbad, CA
• 2021-08-26 → 2021-12-31
  Axxcess Wealth Management, Llc
  Indianapolis, IN
  Carlsbad, CA
• 2015-10-02 → 2021-08-23
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN

Other Businesses

Market Share Financial, Insurance Agent, life insurance products, paid via commission, $1000/yr, 11611 N. Meridian St. Suite 300 Carmel, IN 46032

Exams

• S66 Uniform Combined State Law Examination
  2015-10-02

Other Names

• Benjamin Hecht