Verified recordInvestment Management

Benjamin Sullivan

Wealth Planner at Collaborative Wealth

Based in Lake Mary, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Lake Mary

Industry

Investment Management

Company size

18

Contact information

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Email

1 credit

b•••••••@collaborativewealth.com

Phone

5 credits

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Background

About Benjamin Sullivan

Experienced Professional with a passion for Financial Services. Skilled in Analytical Thinking, Communication, Problem Solving, Finance, and Public Speaking. Current studying at the University of Florida’s Warrington College of Business with a Major in Business AdministrationSecurities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Benjamin Sullivan Email & Phone Number @ Collaborative Wealth | Kipplo Discover