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Rebecca Lynne Benson

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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

11 years in the industry.

  1. Raymond James Financial Services Advisors, incJul 2025 to now
  2. Raymond James Financial Services Inc.Jan 2025 to now
  3. Avera St. Mary's HospitalJul 2022 to Jan 2025
  4. UnemployedMay 2022 to Jul 2022
  5. University of South DakotaAug 2019 to May 2022
  6. Exceptional Opportunities, Inc.Dec 2018 to Jul 2019
  7. South Dakota State UniversityAug 2015 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8033614
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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