Benjamin Adam Linser
Investment adviser representative at Family Wealth Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$396.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Family Wealth Advisory Group, LLCOct 2017 to now
- UnemployedJul 2017 to Oct 2017
- Fidelity Brokerage Services LLCJun 2004 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Family Wealth Advisory Group, LLC
$396.2MAssets managed
219Clients
3Advisers
22 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
- 4104588
- Firm CRD
- 130595