Unclaimed
Brantley Davis Hathaway is a financial advisor who has been in the industry since 2008. Currently, Brantley is registered with Raymond James & Associates, Inc. Brantley has previously worked with BB&T Securities, LLC, Truist Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brantley is registered in nine states: Virginia, Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Texas, Wyoming, and Pennsylvania. Brantley has several specializations, including insurance, annuities, retirement planning, mutual funds, and fixed income.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
04/28/2022 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
02/17/2021 - 04/28/2022
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
10/30/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/2008 - 10/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brantley Hathaway is the right advisor for you? Invested Better is here to help.