Benjamin
Denning

Truist Advisory Services, Inc

CRD#4751109
Investment Advisor
in Fort Mill, SC

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About this Advisor

Benjamin Denning is a financial advisor based in Fort Mill, South Carolina, working with Truist Advisory Services, Inc. Benjamin has previously held positions at Bb&T Investment Services, Inc, Bb&T Investment Services, Incl, Bb&T Securities, LLC, Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Benjamin is part of Truist Advisory Services, Inc, which operates out of Fort Mill, South Carolina. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7715 Charlotte Hwy
Fort Mill, SC 29707

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

SC Average: $3,570,121,308
Total Number of Employees

2,105

SC Average: 58
Total Number of Accounts

124,201

SC Average: 1,608
Average Account Size

$494,117

SC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Benjamin Denning Work History

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2020 - 2021 (1 year)

Suntrust Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T Securities, LLC

2019 - 2021 (2 years)

Suntrust Bank

2019 - 2021 (2 years)

Suntrust Investment Services, Inc

2018 - 2021 (3 years)

Bb&T Securities, LLC

2016 - 2019 (3 years)

Bb&T Investment Services, Incl

2006 - 2016 (10 years)

Bb&T Investment Services, Inc

Disclosures

Please visit the SEC profile of Benjamin Denning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
John Bragg
Atlanta, GA
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Matthew Dyson
Winchester, VA
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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