Ameriprise Financial Services
26yrs
Top advisor by experience in Brockport
18yrs
Benjamin Geist has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Brockport, New York. Benjamin has been with LPL Financial since 2021; before that, Benjamin spent two years at M&t Securities. Benjamin holds the CFP® designation.
One of 10 advisors with offices in Brockport, and one of 9 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 70% of advisors in Brockport
Office6670 Fourth Section Rd, Brockport, NY 14420
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2013 – 2016M&t Securities, Inc.Previously
Contact Benjamin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Benjamin. 6670 Fourth Section RdBrockport, NY 14420Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call LPL Financial at (704) 733-3300 and ask for Benjamin Geist. Benjamin works from the Brockport, NY office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2008, about 18 years. More experience than 70% of advisors in Brockport.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J.P. Morgan Securities
25yrs
Top 11% by experience at J.P. Morgan Securities
LPL Financial
14yrs
More experience than 60% of advisors in Brockport
Edward Jones
13yrs
More experience than 59% of advisors at Edward Jones
Ameriprise Financial Services
12yrs
12 years in the industry
LPL Enterprise
11yrs
11 years in the industry