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Benjamin Bin An

Investment adviser representative at LPL Financial LLC
28 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

28 years in the industry.

  1. LPL Financial, LLCOct 2018 to now
  2. Benjamin An Co. P.C.Jan 1999 to now
  3. Cetera Investment Advisers LLCMay 1999 to Oct 2018
  4. Cetera Financial Specialists LLCSep 1998 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (MO).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3131227
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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