Carl Willard Benedict

Current Employers

Employment History

• 08/1998 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 12/2002 → Present
  C & C Properties I, Llc
  Baton Rouge, LA
• 12/2005 → Present
  Captive Risk Solutions,Inc.
  Baton Rouge, LA
• 01/2002 → Present
  Benedict Wealth Management, Llc
  Baton Rouge, LA
• 01/1991 → Present
  Carl Benedict Cfp
  Baton Rouge, LA
• 01/1991 → Present
  Carl Benedict
  Baton Rouge, LA
• 02/2012 → Present
  Lousiana Estate Plans
  Baton Rouge, LA
• 10/2014 → 12/2020
  Bd Wealth Advisors
  Baton Rouge, LA
• 01/2013 → 01/2022
  Parkview Baptist Church
  Baton Rouge, LA
• 11/2015 → 01/2022
  Louisiana College Board Of Trustees
  Pineville, LA
• 02/2009 → Present
  C & L Investments I, Llc
  Prairieville, LA

Other Businesses

1.) BENEDICT WEALTH MANAGEMENT, LLC (DBA) BENEDICT FINANCIAL PLANNING - INVESTMENT ADVISOR SERVICES - SINCE 01/2002 - BATON ROUGE LA.- INVESTMENT RELATED 2.) C & L PROPERTIES I LLC. - MANAGER/OWNER - OWNING AND MANAGING RENTAL PROPERTY FOR INVESTMENT PURPOSES - SINCE 01/2003 - BATON ROUGE, LA - INVESTMENT RELATED 3.) CAPTIVE RISK SOLUTIONS, INC. - OWNER/SOLE PROPRIETOR/ PRESIDENT - CONSULTING WITH SMALL BUSINESS OWNERS TO DEVELOP A CAPTIVE INSURANCE COMPANY - SINCE 01/2005 - BATON ROUGE LA.- INVESTMENT RELATED 4.) CARL BENEDICT CFP - OWNER - TAX PREPARATION - SINCE 01/2005 - BATON ROUGE LA.- NOT INVESTMENT RELATED 5.) CARL BENEDICT - INSURANCE AGENT - NON-VARIABLE INSURANCE - BATTON ROUGE, LA - SINCE 01/1991 - INVESTMENT RELATED 6.) LOUSIANA ESTATE PLANS - AGENT - ESTATE PLAN BY SETTING UP A LIVING TRUST - SINCE 02/2012 - BATON ROUGE, LA. - INVESTMENT RELATED 7.) C & L INVESTMENTS I, LLC - OWNER - THIS LLC HOLDS MY AFTER TAX INVESTABLE SECURITIES - PRAIRIEVILLE, LA - SINCE 02/2009 - INVESTMENT RELATED 8.) LEGACY WEALTH CONCEPTS - DBA NAME FOR MARKETING PURPOSES ONLY - BATON ROUGE, LA - SINCE 12/2020 - INVESTMENT RELATED 9.) BOARD OF ELECTION SUPERVISORS - MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - GONZALES, LA - SINCE 09/2020 - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-10

Designations

Other Names

• Carl Willard Benedict