Vicki Lynn Benjamin
Financial advisor at Stance Capital
At a glance
Services through Stance Capital
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowStance Capital LLCCurrent firm
- 2018 – 2024Karner Blue Capital, LLCPreviously
Questions to ask Vicki
Tailored to Vicki’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Vicki
How do I contact Vicki?
Call Stance Capital at 617-875-1062 and ask for Vicki Lynn Benjamin. Vicki works from the Boston, MA office.
How long has Vicki been a financial advisor?
Vicki has been in the industry since 1984, about 42 years. Top 2% by experience in Boston.
What licenses does Vicki hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Vicki a fiduciary?
Vicki is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vicki paid?
Stance Capital reports being paid by a percentage of the assets they manage. Ask Vicki for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.