Benjamin K Person
Investment adviser representative at Signature Equity Partners, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$688.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Signature Equity Partners, LLCAug 2023 to now
- Osaic Wealth, IncMay 2020 to now
- Golden Reserve, LLCJul 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Signature Equity Partners, LLC
$688.1MAssets managed
1,716Clients
34Advisers
3 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
- 5338509
- Firm CRD
- 327455