David BenisonCRD Number: 3071069
Current Firm: Suntrust Investment Services, Inc.
David Benison (CRD# 3071069) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Longwood, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Suntrust Investment Services, Inc.||Longwood, FL||Mar 2014 - Current||3|
|Fifth Third Securities||Orlando, FL||Sep 2009 - Mar 2014||4|
|Morgan Keegan & Company, Inc.||Orlando, FL||Oct 2008 - Sep 2009||< 1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Jan 2008 - Oct 2008||< 1|
|Colonial Brokerage, Inc.||Kissimmee, FL||Oct 2006 - Oct 2008||2|
|Colonial Asset Management, Inc.||Kissimmee, FL||Oct 2006 - Oct 2008||2|
|Insurance||Orlando, FL||Oct 2005 - Sep 2006||< 1|
|Raymond James Financial Services||Orlando, FL||Jul 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV