Benjamin Treece

from Sb Advisory, LLC
SEC regulated
Regulated Investment Advisor
Benjamin Treece is a financial advisor based in Georgia, Atlanta, with 19 years of experience. Benjamin currently works for Sb Advisory, LLC. Benjamin maintains a S66 license (Uniform Combined 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 Treece works at Sb Advisory, LLC
Sb Advisory, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $46,525,744 of assets under management and employs about 30 people. Sb Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3424 Peachtree Road Ne, Suite 2200, Atlanta, Georgia, 30326

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