professional profile
Benjamin J Cole, CFP
Overview
Benjamin J Cole is an insurance agent, a registered representative and an investment adviser representative based in NM, with 3 years in the industry.
- Years in the industry
- 3
- States licensed
- 1
- States registered
- 2
- Exams passed
- 3
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
2 lines of authority, with every state and its dates
Firms
- Lincoln InvestmentCurrent firm
- Bco Wealth Management, LLCCurrent firm
Employment history since 2023
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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