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Benjamin Denning

22 Years of Experience
Indian Land, SC
1 DisclosureBroker

Benjamin Denning is a registered investment advisor at Truist Advisory Services, INC., based in Indian Land, SC, with 22 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

7715 Charlotte Hwy, Indian Land, SC, 29707

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
November 2020 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
December 2019 - Present · 6 yrs 7 mos
Truist Investment Services, INC.Broker
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2005 - January 2018 · 12 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2005 - January 2018 · 12 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - April 2005 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - April 2005 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Benjamin Denning - Financial Advisor | TrueAdvisor