Best Investors Account Sign in
Inactive

Benjamin Cary Halliburton

Tradition Investment Management, LLC

Panama City Beach, FL

Claim This Profile
Current Employers
Tradition Investment Management, Llc

Panama City Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-13
  • FL RA
    APPROVED
    Since 2023-06-13

Branch Locations

Panama City Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tradition Capital Management Llc Summit NJ 11/2000 04/2019
Tradition Asset Management Llc Richmond VA 05/2019 05/2021
Tradition Investment Management, Llc Panama City Beach FL 02/2023 Present
Retired Santa Rosa Beach FL 05/2021 02/2023
  • 11/2000 → 04/2019
    Tradition Capital Management Llc
    Summit, NJ
  • 05/2019 → 05/2021
    Tradition Asset Management Llc
    Richmond, VA
  • 02/2023 → Present
    Tradition Investment Management, Llc
    Panama City Beach, FL
  • 05/2021 → 02/2023
    Retired
    Santa Rosa Beach, FL
Previous Registrations
  • 2020-07-01 → 2021-05-04
    Cary Street Partners Asset Management
    Summit, NJ
    Richmond, VA
  • 2019-05-20 → 2020-11-13
    Tradition Asset Management Llc
    Summit, NJ
  • 2002-07-01 → 2019-12-10
    Tradition Capital Management Llc
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-19
S63 Uniform Securities Agent State Law Examination 1987-01-21
  • S65 Uniform Investment Adviser Law Examination
    1992-02-19
  • S63 Uniform Securities Agent State Law Examination
    1987-01-21
Designations
Other Names
  • Ben Halliburton

View on SEC IAPD

More in Panama City Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor