Kimberly BenfieldCRD Number: 4269982
Current Firm: Truist Advisory Services, Inc.
Kimberly Benfield (CRD# 4269982) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Suntrust Bank||Chapel Hill, NC||Aug 2017 - Current||5|
|Suntrust Investment Services, Inc.||Chapel Hill, NC||Aug 2017 - Current||5|
|Suntrust Advisory Services. Inc.||Atlanta, GA||Aug 2017 - Current||5|
|Not Employed||Apex, NC||Aug 2016 - Jul 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cary, NC||Oct 2009 - Jul 2016||6|
|Bank Of America, N.a.||Raleigh, NC||Aug 1986 - Jul 2016||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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