Benjamin Gurley (CRD# 6531042) is an Investment Advisor Representative working at Heartwood Wealth Advisors, LLC in Richmond, VA and has over 8 years of experience in the finance industry. Benjamin Gurley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2021 - Current | 3 |
| Heartwood Wealth Advisors LLC | Richmond, VA | Sep 2016 - Current | 7 |
| Wells Fargo Advisors Financial Network, LLC | Richmond, VA | Sep 2016 - Jun 2019 | 2 |
| Harris Williams & Company | Richmond, VA | Jul 2015 - Aug 2016 | 1 |
| Sjr Equity | Hamilton, MA | Mar 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- TX
- VA
-
Total Assets Under Management1,125MILLIONS
-
Total Number of Accounts1,593ACCOUNTS
-
Average Account Value$706,325
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, LA, MA, NC, SC, TX, VA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.