Best Investors Account Sign in
Inactive

William Earl Benner

Aviator Financial, LLC

Newport, PA

CRD 5155057

Claim This Profile
Employer firm

Aviator Financial, LLC CRD 300390

$22.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Aviator Financial, Llc

Newport, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-02-22
  • PA RA
    APPROVED
    Since 2019-02-22

Branch Locations

1748 Erly Road, Newport, PA 17074 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Overland Park KS 08/2006 10/2018
Pennsylvania Air National Guard Middletown PA 07/1986 06/2017
Aviator Financial, Llc Newport PA 01/2019 Present
  • 08/2006 → 10/2018
    Waddell & Reed
    Overland Park, KS
  • 07/1986 → 06/2017
    Pennsylvania Air National Guard
    Middletown, PA
  • 01/2019 → Present
    Newport, PA
Previous Registrations
  • 2014-08-01 → 2018-11-12
    Waddell & Reed
    Camp Hill, PA
Other Businesses

1.William Earl Benner III is a licensed insurance agent. 2.William Earl Benner III is Director Emeritus, Perry County Chamber of Commerce. He spends approximately two hours per month on this outside business activity. 3.William Earl Benner III is Chairman Emeritus, Perry County Republican Committee. He spends approximately 1 hour per month on this outside business activity. 4.William Earl Benner III owns a 3 Unit Apartment building located in Millers Town, PA. He spends approximately two hours per month on this outside business activity. 5.William Earl Benner III is the President at Rose Hunting Camp located in Bedford, PA. He spends approximately 17 hours per month on this outside business activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-31
S63 Uniform Securities Agent State Law Examination 2006-08-18
  • S65 Uniform Investment Adviser Law Examination
    2014-07-31
  • S63 Uniform Securities Agent State Law Examination
    2006-08-18
Other Names
  • William Benner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Newport, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor