Unclaimed
John Everett Bennett Jr. is a financial advisor registered with Truist Advisory Services, Inc. John has been in the financial services industry since April 1997. John Everett Bennett Jr. has a total of 12 approved state registrations, including West Virginia. John is also registered as an investment advisor representative in West Virginia. John Everett Bennett Jr. is a registered representative of Truist Investment Services, Inc. and Truist Advisory Services, Inc. John works with a range of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
09/18/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)
WV
06/01/2006 - 05/21/2007
J.J.B. HILLIARD, W.L. LYONS, INC. (HUNTINGTON WV)
WV
02/01/2005 - 05/22/2006
MORGAN STANLEY DW INC. (CHARLESTON WV)
NC
11/06/2002 - 02/09/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
09/10/1996 - 07/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Bennett is the right advisor for you? Invested Better is here to help.