IBN Financial Services
46yrs
Top advisor by experience in Liverpool
7yrs
Based in Liverpool, New York, Benjamin Loder is a fiduciary financial advisor with 7 years of industry experience. Benjamin has been with LPL Financial since 2025; before that, Benjamin spent six years at Cadaret, Grant & CO.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 62 advisors with offices in Liverpool, and one of 52 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4769 Buckley Road, Liverpool, NY 13088
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2019 – 2025Cadaret, Grant & CO., Inc.Previously
Contact Benjamin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Benjamin. 4769 Buckley RoadLiverpool, NY 13088Office · 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 Loder. Benjamin works from the Liverpool, NY office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Benjamin hold?
Series 66. 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
MML Investors Services
42yrs
Top 2% by experience in New York
IBN Financial Services
42yrs
Top 2% by experience in New York
MPM Advisors Group
41yrs
Top 3% by experience in New York
LPL Financial
40yrs
Top 4% by experience nationwide
Thrivent Investment Management
39yrs
Top 1% by experience at Thrivent Investment Management