Benjamin Hadley, financial advisor Winston Salem NC

Benjamin Hadley

CRD Number: 6618090
Current Firm: Lpl Financial LLC

Benjamin Hadley (CRD# 6618090) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Winston-salem, NC Apr 2021 - Current < 1
Raymond James & Associates, Inc. Chapel Hill, NC Jul 2018 - Mar 2021 2
Navigon Financial Group Raliegh, NC Mar 2018 - Apr 2018 < 1
Axa Advisors, LLC New York, NY Oct 2017 - Feb 2018 < 1
Jennifer Torrey Raleigh, NC Jun 2017 - Sep 2017 < 1
Northwestern Mutual Investment Services LLC Raleigh, NC Mar 2016 - Aug 2017 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2017 - Jun 2017 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2016 - Jun 2017 1
Four Star Ventures Cary, NC Jun 2013 - Mar 2016 2
Ruddick Corporation Raleigh, NC May 2012 - May 2013 1
Clemson University Clemson, SC Aug 2005 - May 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Benjamin D. Hadley
Phone Number: 704-733-3300
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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