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Debasish H
CFP®, Series 63, Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Debasish Hajra is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party managed strategies across a range of asset classes.
Monnye F
Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Monnye Furr is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010 and holds a Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across various asset classes.
Jennifer P
Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Jennifer Pierce is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2010. Pierce serves as a co-trustee for her uncle’s trust in a role unrelated to her trading activities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing multiple investment strategies managed internally and by third parties.
Richard C
Series 63
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Richard Cardin is a Series 63-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, and has 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm employs a range of investment strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.
Roland D
Series 63, Series 65
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.
Susan L
CFP®, Series 63, Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
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