Benefit Finance Securities, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 45113
- Registered since
- September 1, 1998
Firm profile
FINTRXOverview
Benefit Finance Securities, LLC is organized as a limited liability company and is recorded as SEC-registered since 1998. FINTRX classifies the firm as an insurance broker-dealer rather than a capital allocator or investment manager. Ownership is listed as a mix of a domestic entity and an individual. The firm has not reported advisory activities, a fee model, or manager allocation responsibilities in the source data. FINTRX also indicates that the firm is not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not identified as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Stephen Anderson
DirectorCRD 1181095
John Hunt
Registered RepresentativeCRD 1951361
James Giacin
OwnerCRD 2612500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14605 N 73rd St
- Time zone
- MT (UTC-7)
- Office locations
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