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Benjamin Britton Fookes

Fiduciary Financial Group, LLC

San Rafael, CA

Boise, ID

CRD 7460556

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Employer firm

Fiduciary Financial Group, LLC CRD 285681

$1.12B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Fiduciary Financial Group, Llc

1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-01-11
  • ID RA
    APPROVED
    Since 2022-01-11

Branch Locations

1101 Fifth Avenue Suite 305, San Rafael, CA 94901 • United States

2601 N Bogus Basin Rd., Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Financial Group, Llc Boise ID 10/2021 Present
Fiduciary Financial Group, Llc Boise ID 04/2020 Present
Full-Time Student Boise ID 10/2011 05/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA

More in San Rafael, CA

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