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Benjamin Neil Hawkins

Wealthtrak Advisors

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About Benjamin Neil Hawkins

Benjamin Neil Hawkins is an Investment Advisor Representative with Wealthtrak Advisors, based in VIRGINIA BEACH, VA. Benjamin has been in the financial industry since 2008. Benjamin has a combined 15 years of experience in the financial industry. Benjamin holds a Series 63 and Series 66 license. Benjamin is a Certified Financial Planner and provides Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals. Benjamin is also an active member of the financial community.

Firm Information

Benjamin Hawkins is currently registered with Wealthtrak Advisors. Wealthtrak Advisors is a Virginia Beach, VA-based investment advisory firm with 5 licensed agents, 5 investment advisor representatives, and 2 registered representatives. They manage approximately $140.6 million in assets, primarily for individuals, corporations, and charitable organizations. They offer financial planning, pension consulting, and portfolio management services.
Wealthtrak Advisors

4536 BONNEY ROAD

VIRGINIA BEACH, VA 23462

$140.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Hawkins’s Registration & Firm History

VA

12/21/2020 - Present

Wealthtrak Advisors (VIRGINIA BEACH VA)

VA

09/14/2015 - 12/21/2020

SECURITIES AMERICA, INC. (VIRGINIA BEACH VA)

VA

03/04/2009 - 09/26/2015

WADDELL & REED (VIRGINIA BEACH VA)

VA

10/08/2008 - 02/09/2009

INVESTORS SECURITY COMPANY, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 03/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Neil Hawkins.
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