Benjamin Hawkins (CRD# 5601074) is an Investment Advisor Representative working at Wealthtrak Advisors in Virginia Beach, VA and has over 15 years of experience in the finance industry. Benjamin Hawkins 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# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthtrak Capital Management, LLC | Virginia Beach, VA | Dec 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2020 - Current | 3 |
| Residential Rental | Virginia Beach, VA | Jul 2013 - Current | 10 |
| Residential Rental | Virginia Beach, VA | Jul 2013 - Current | 10 |
| Wynn & Hawkins Pc | Virginia Beach, VA | Jan 2013 - Current | 11 |
| Ben Hawkins Cpa P C | Virginia Beach, VA | Jan 2014 - Dec 2022 | 8 |
| Securities America Advisors | Virginia Beach, VA | Sep 2015 - Dec 2020 | 5 |
| Securities America, Inc. | Virginia Beach, VA | Sep 2015 - Dec 2020 | 5 |
| Various Insurance Carriers For W & R Insurance Agencies | Virginia Beach, VA | Apr 2009 - Sep 2015 | 6 |
| Waddell & Reed, Inc. | Virginia Beach, VA | Feb 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- TX
- VA
-
Total Assets Under Management141MILLIONS
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Total Number of Accounts673ACCOUNTS
-
Average Account Value$208,964
- 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)
FL, NC, TX, VA
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