Benjamin Michael Burkhart

Current Employers

Employment History

• 02/2023 → Present
  The Financial Advisory Group
  York, PA
• 08/2020 → 01/2023
  Concentus Wealth Advisors
  Newtown Square, PA
• 04/2020 → 08/2020
  Marshall Financial Group
  Doylestown, PA
• 04/2020 → 07/2020
  Remote
  Doylestown, PA
• 01/2020 → 04/2020
  Masso Torrence Wealth Management
  Marlton, NJ
• 09/2019 → 12/2019
  Temple Fox Fund
  Philadelphia, PA
• 05/2018 → 08/2019
  Valley Forge Financial Group
  King Of Prussia, PA
• 01/2019 → 05/2019
  Temple Fox Fund
  Philadelphia, PA
• 12/2017 → 06/2018
  Lincoln Financial Group
  Cherry Hill, NJ
• 08/2018 → 12/2020
  Student
  Philadelphia, PA
• 08/2016 → 12/2020
  Penn State University
  Harrisburg, PA
• 10/2014 → 10/2017
  Burkhart Refractory
  Bethel, PA
• 02/2023 → Present
  Lpl Financial Llc
  York, PA

Other Businesses

1) 04/21/2023 - The Financial Advisory Group LTD - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/01/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95% 2) 10/17/2023 - The Financial Advisory Group - Registered Investment Adviser - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2023 - 20 Hours Per Month/ During Trading - I provide financial planning and consulting services through The Financial Advisory Group an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3) 07/18/2024 - Other - Photography - Photographer - Not Investment Related - Home Based - Start Date 05/01/2024 - 5 Hours Per Month/ 0 Hours During Trading 4) 5/1/2026 - Farm & Natural Lands Trust of York County, Not investment-related, 350 N. George St., York, PA 17401, Nature of business: Non-Profit, Position: Finance Committee Member, 5 hours Per Month/ 0 Hours During Trading. 5) 7/1/2026 - Appell Center for the Performing Arts, Not Investment-related, 50 N. George St. York, PA 17401. Nature of business: Non-Profit, Position: Finance Committee Member. 5 hours Per Month/ 0 Hours During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-12

Designations

Other Names

• Benjamin Burkhart