Benton Wealth Management, LLC is an independent fiduciary wealth management and retirement planning firm located on US Highway 27 North in Sebring, Florida. Founded and led by veteran Wealth Advisor Trudy L. Benton—who has advised Highlands County retirees and families since 1999—the practice partners with LPL Financial to deliver customized portfolio management, retirement income distribution strategies, and multi-generational estate and survivor planning across Sebring, Avon Park, and Lake Placid.
Official Verification Sources: SEC Investment Adviser Public Disclosure (LPL Financial LLC — CRD# 6413); FINRA BrokerCheck Profile (Trudy Lynn Benton — CRD# 3266763); Benton Wealth Management Official Website
Issuer: SEC / FINRA (LPL Financial LLC)
Notes: SEC File #801-10970; securities and fiduciary investment advisory services offered through LPL Financial LLC (CRD #6413) in Sebring, FL.
Issuer: FINRA / SEC
Notes: Founded and led by Wealth Advisor Trudy Lynn Benton (CRD #3266763), registered in the securities industry since 1999 with Series 7, Series 24 (General Securities Principal), and Series 66 licenses.
Factual details and direct answers about Benton Wealth Management, LLC — LPL Financial's services, licensing, and credentials.
How long has Trudy L. Benton served Sebring and Highlands County retirees?
Founder Trudy Lynn Benton (CRD #3266763) has been registered as a financial advisor since 1999, holding Series 7, Series 24 (General Securities Principal), and Series 66 credentials while serving retirees across Sebring, Avon Park, and Lake Placid.
How does Benton Wealth Management provide fiduciary investment advice?
Benton Wealth Management, LLC offers independent fiduciary advisory and brokerage services through LPL Financial LLC (CRD #6413, SEC File #801-10970), allowing tailored portfolio construction without proprietary product quotas.
Where is Benton Wealth Management located in Sebring?
The firm's office is located on the US Highway 27 corridor near Lake Jackson at 231 US Highway 27 North, Sebring, Florida 33870.
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