Unclaimed Profile

Julian Anthony Benitez

BGR FINANCIAL GROUP, LLC·TUCSON, Arizona

SIE, Series 7, Series 63, Series 65, Series 66ChFC23 years registeredBGR FINANCIAL GROUP, LLC

3561 EAST SUNRISE DRIVE, TUCSON, AZ 85718CRD# 2283673Firm CRD# 144652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julian Anthony Benitez · TUCSON, AZ

Registration

CRD #2283673 · BGR FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2017 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

May 2017 – present

COMMONWEALTH FINANCIAL NETWORK

Feb 2015 – May 2017

Tucson, AZ

BGR FINANCIAL GROUP, LLC

Aug 2007 – Mar 2015

TUCSON, AZ

BROOKSTREET CAPITAL MANAGEMENT

Nov 2005 – Jun 2007

TUCSON, AZ

UBS FINANCIAL SERVICES INC.

Jan 2003 – Oct 2005

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 2, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

2016Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BGR FINANCIAL GROUP, LLC

CRD 144652 · SEC 801-68193

AUM

$307M

Regulatory assets under management

Employees

1,500 client accounts

Services offered by BGR FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BGR FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Julian Anthony Benitez offer?

Julian Anthony Benitez specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are Julian Anthony Benitez's credentials?

Julian Anthony Benitez holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Julian Anthony Benitez located?

Julian Anthony Benitez is based in TUCSON, Arizona, working with BGR FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Julian Anthony Benitez charge for services?

Julian Anthony Benitez's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BGR FINANCIAL GROUP, LLC?

BGR FINANCIAL GROUP, LLC has approximately 11 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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