Benjamin Posen

from Lindbrook Capital, LLC
SEC regulated
Regulated Investment Advisor
Benjamin Posen is a financial advisor based in California, Calabasas, with 32 years of experience. Benjamin currently works for Lindbrook Capital, LLC. Benjamin maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Benjamin Posen works at Lindbrook Capital, LLC
Lindbrook Capital, LLC is a financial advisory firm based in Calabasas, California. It currently has approximately $2,678,266,220 of assets under management and employs about 10 people. Lindbrook Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
17 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
23975 Park Sorrento, Suite 230, Calabasas, California, 91302

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