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William Benson

Advisor at Cetera

Updated today

Location

Duncan, OK 73533

Credentials

Series 66

Industry experience

5 years

About

William Benson is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arvest Wealth Management and Western Land Services. Benson is also the manager and owner of Benson Asset Management LLC and is involved in other financial services activities, including acting as a financial advisor at YS Asset Management LLC and FFEC Wealth Partners, as well as working as an insurance agent for fixed insurance products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

728 W Main St

Duncan, OK 73533

Most active in

Oklahoma · Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Benson Asset Management LLC

2024 - Present (2 years)

Arvest Wealth Management

2021 - 2025 (4 years)

Arvest Wealth Management

2020 - 2021 (1 year)

Western Land Services

2018 - 2020 (2 years)

Barton Land Consultants

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in the financial industry. He is currently with Second Line Capital, LLC and has previously worked at Capstone Triton Financial Group LLC, Hbwadvisory Services LLC, and LPL Financial, LLC. Outside of his advisory work, he is the owner and manager of Combest Land and Cattle Company, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, and provides both discretionary and non-discretionary investment management across various asset types.

Wealth management Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
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Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience, including time at Securities America, Inc. Outside of his advisory role, he assists his brother’s cable installation business as a contract technician. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base through a representative-driven model, offering managed accounts, financial planning, retirement consulting, and access to a broad range of investment strategies and platforms.

Annuities
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Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Arbor Point Advisors and Securities America Inc. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the local Schools Foundation and Chamber of Commerce. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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