Primerica Advisors
43yrs
Top advisor by experience in Huntersville
4yrs
Benjamin Jackson
Financial advisor at LPL Enterprise
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office11330 Vanstory Drive Suite 109n, Huntersville, NC 28078
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Enterprise
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.
Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Apr 2023 – Nov 2024Pruco Securities, Llc.Previously
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 Enterprise at 704-733-3300 and ask for Benjamin Jackson. Benjamin works from the Huntersville, NC office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2023, about 4 years. 4 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 Enterprise 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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