Benjamin Gurley is a CFP-designated registered investment advisor, based in Richmond, VA, with 10 years of industry experience.
Location
9020 Stony Point Parkway, Suite 325, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin is a director and owner of Heartwood Wealth Advisors, LLC, dedicating nearly full-time hours to financial advising and RIA duties. He also works as an agent selling fixed/traditional insurance products for PKS Financial and Fixed Insurance, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Heartwood Wealth Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Harris Williams & CO.Broker
State Registrations14 states
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