Benjamin Haynes, financial advisor Richmond VA

Benjamin Haynes

CRD Number: 7125099
Current Firm: Truist Advisory Services, Inc.

Benjamin Haynes (CRD# 7125099) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Richmond, VA Feb 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 1
Bb&t Securities Richmond, VA Oct 2019 - Mar 2021 1
Mutual Of Omaha Investor Services Richmond, VA May 2019 - Oct 2019 < 1
Mutual Of Omaha Insurance Company Richmond, VA May 2019 - Oct 2019 < 1
C.h. Robinson Chesapeake, VA Apr 2018 - Jun 2019 1
Mellow Mushroom Newport News, VA May 2017 - Apr 2018 < 1
Unemployed Newport News, VA Mar 2017 - May 2017 < 1
James River Country Club Newport News, VA Jan 2017 - Mar 2017 < 1
Bayport Credit Union Newport News, VA Dec 2016 - Jan 2017 < 1
Vintner's Cellar York County, VA Aug 2016 - Dec 2016 < 1
Bayport Credit Union Newport News, VA Jun 2016 - Aug 2016 < 1
Joe And Mimma's Newport News Newport News, VA Sep 2013 - Jun 2016 2
Joe And Mimma's Grafton York County, VA Mar 2013 - Sep 2013 < 1
Unemployed York County, VA Jul 1995 - Mar 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2021
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Benjamin Haynes
Phone Number: 404-813-7713
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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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