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Benjamin James Pendill

Investment adviser representative at Raymond James Financial Services Advisors, Inc
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Mooresville Consolidated School CorpJul 2025 to now
  2. Raymond James Financial Services Advisors, IncJul 2023 to now
  3. Brody J Wealth ManagementJul 2023 to now
  4. Raymond James Financial Services, Inc.Jul 2023 to now
  5. Kendrick FoundationMay 2019 to now
  6. Edward JonesMay 2002 to Jul 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2007

State registrations

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

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
4540185
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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