Benjamin Bernard Haase
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Raymond James Financial Services Advisors, IncDec 2024 to Feb 2026
- Raymond James Financial Services, IncJun 2023 to Feb 2026
- Edward JonesMay 2021 to May 2023
- City SliceMar 2021 to Aug 2021
- Top GolfOct 2020 to Mar 2021
- Louisiana State UniversityAug 2019 to May 2023
- Ymca East JeffersonMay 2019 to Aug 2019
- South Louisiana Swim TeamAug 2014 to Jan 2020
- Jesuit High SchoolAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7389506
- Firm CRD
- 6413