Primerica Advisors
43yrs
Top advisor by experience in Huntersville
New
Benjamin Shbeeb
Financial advisor at Edelman Financial Engines
Benjamin Shbeeb is a fiduciary financial advisor in Huntersville, North Carolina, registered since Mar 2026. Benjamin joined Edelman Financial Engines in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeHuntersville, NC
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowEdelman Financial EnginesCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Edelman Financial Engines at (833) 752-6333 and ask for Benjamin Shbeeb. Benjamin works from the Huntersville, NC office.
How long has Benjamin been a financial advisor?
Benjamin is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Benjamin hold?
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?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other 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
Merrill
43yrs
Top 1% by experience in Huntersville
Raymond James Financial Services Advisors
41yrs
Top 1% by experience in Huntersville
Cornerstone Wealth
39yrs
Top 2% by experience in Huntersville
LPL Enterprise
39yrs
Top 2% by experience in Huntersville
Osaic Wealth
36yrs
Top 3% by experience in Huntersville